Lion Street Advisors, LLC
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About this Advisor
Stacy Hayes is a financial advisor based in Tyler, Texas, with 10 years in the industry. Hayes works at Lion Street Advisors, LLC. Throughout their career, Hayes has worked at Bbva Compass Investment Solutions, Inc, Compass Bank, Bbva Wealth Solutions Inc, Bbva Securities Inc, Woodbury Financial Services, Inc, Lion Street Financial and Lion Street Advisors. Hayes maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Lion Street Advisors, LLC is an advisory firm that has its headquarters in Tyler, Texas. It has offices in 27 locations and a total of 85 financial advisors. It handles $821 million in assets under management among its 3,174 client accounts, making it one of the larger firms in the nation by assets under management. Of its 3,174 accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees vary depending on which services the firm provides the client. However, fees charged by Lion Street Advisors, LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Lion Street Advisors, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Stacy Hayes Work History
Stacy has 11 years of experience.
Lion Street Financial
Lion Street Advisors
Woodbury Financial Services, Inc
Bbva Securities Inc
Bbva Wealth Solutions Inc
Bbva Compass Investment Solutions, Inc
Stacy Hayes has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lion Street Advisors, LLC
Lake Oswego, OR