Unclaimed Profile

Charles Martin Lyon

TRUST ADVISORY GROUP LTD·BIRMINGHAM, Alabama

SIE, Series 3, Series 7, Series 24, Series 55, Series 57TO, Series 63, Series 65, Series 99TOClean recordTRUST ADVISORY GROUP LTD

2 PERIMETER PARK SOUTH, BIRMINGHAM, AL 35243CRD# 4000852Firm CRD# 106926

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Martin Lyon · BIRMINGHAM, AL

Registration

CRD #4000852 · TRUST ADVISORY GROUP LTD

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 55

Series 57TO

Series 63

Series 65

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUST ADVISORY GROUP LTD

CRD 106926 · SEC 801-46919

AUM

$560M

Regulatory assets under management

Employees

2,056 client accounts

Services offered by TRUST ADVISORY GROUP LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRUST ADVISORY GROUP LTD →

Introduction

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Frequently Asked Questions

What services does Charles Martin Lyon offer?

Charles Martin Lyon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Charles Martin Lyon's credentials?

Charles Martin Lyon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Martin Lyon located?

Charles Martin Lyon is based in BIRMINGHAM, Alabama, working with TRUST ADVISORY GROUP LTD. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Charles Martin Lyon charge for services?

Charles Martin Lyon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUST ADVISORY GROUP LTD?

TRUST ADVISORY GROUP LTD has approximately 43 employees and manages $560M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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