Unclaimed Profile

Timothy K Lyons

DOWSE SECURITIES MANAGEMENT CORP·NAPA, California

Clean recordDOWSE SECURITIES MANAGEMENT CORP

1303 JEFFERSON STREET, STE. 400A, NAPA, CA 94559CRD# 5500871Firm CRD# 107331

Profile Verification

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

Identity

Timothy K Lyons · NAPA, CA

Registration

CRD #5500871 · DOWSE SECURITIES MANAGEMENT CORP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Timothy K Lyons is a registered financial advisor based in NAPA, California, affiliated with DOWSE SECURITIES MANAGEMENT CORP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

DOWSE SECURITIES MANAGEMENT CORP

AUM

$71M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DOWSE SECURITIES MANAGEMENT CORP →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 5500871

Firm CRD# 107331

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Timothy K Lyons offer?

Timothy K Lyons specializes in Investment Management. Contact their office in NAPA, California for a consultation.

What are Timothy K Lyons's credentials?

Timothy K Lyons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy K Lyons located?

Timothy K Lyons is based in NAPA, California, working with DOWSE SECURITIES MANAGEMENT CORP. Their office serves clients in the NAPA metropolitan area and surrounding communities.

How does Timothy K Lyons charge for services?

Timothy K Lyons's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DOWSE SECURITIES MANAGEMENT CORP?

DOWSE SECURITIES MANAGEMENT CORP has approximately 1 employees and manages $71M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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