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Cory Francis Lyon

TFG FINANCIAL ADVISORS, LLC·NORTH PALM BEACH, Florida
SIE, Series 7, Series 63, Series 65Clean record10 years registeredTFG FINANCIAL ADVISORS, LLC
772 US HIGHWAY ONE, NORTH PALM BEACH, FL 33408CRD# 6351648Firm CRD# 272027

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cory Francis Lyon · NORTH PALM BEACH, FL
Registration
CRD #6351648 · TFG FINANCIAL ADVISORS, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

AUREUM WEALTH MANAGEMENT, LLC
Nov 2017 – present
HEWINS FINANCIAL ADVISORS, LLC
May 2016 – Dec 2016
North Palm Beach, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · May 2, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TFG FINANCIAL ADVISORS, LLC
CRD 272027 · SEC 801-130362
AUM
$112M
Regulatory assets under management
Employees
5
583 client accounts
Services offered by TFG FINANCIAL ADVISORS, LLC
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 TFG FINANCIAL ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Cory Francis Lyon offer?
Cory Francis Lyon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTH PALM BEACH, Florida for a consultation.
What are Cory Francis Lyon's credentials?
Cory Francis Lyon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cory Francis Lyon located?
Cory Francis Lyon is based in NORTH PALM BEACH, Florida, working with TFG FINANCIAL ADVISORS, LLC. Their office serves clients in the NORTH PALM BEACH metropolitan area and surrounding communities.
How does Cory Francis Lyon charge for services?
Cory Francis Lyon's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TFG FINANCIAL ADVISORS, LLC?
TFG FINANCIAL ADVISORS, LLC has approximately 5 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TFG FINANCIAL ADVISORS, LLC

Paul Martin Wieseneck
NORTH PALM BEACH, FL

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