Unclaimed Profile

Kevin M Lyons

GENERATIONS WEALTH PLANNING LLC·SARASOTA, Florida

Series 7, Series 66Clean recordGENERATIONS WEALTH PLANNING LLC

1819 MAIN ST., SARASOTA, FL 34236CRD# 6509704Firm CRD# 294608

Profile Verification

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

Identity

Kevin M Lyons · SARASOTA, FL

Registration

CRD #6509704 · GENERATIONS WEALTH PLANNING LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kevin M Lyons is a registered financial advisor based in SARASOTA, Florida, affiliated with GENERATIONS WEALTH PLANNING LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

GENERATIONS WEALTH PLANNING LLC

AUM

$5M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GENERATIONS WEALTH PLANNING LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6509704

Firm CRD# 294608

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Frequently Asked Questions

What services does Kevin M Lyons offer?

Kevin M Lyons specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SARASOTA, Florida for a consultation.

What are Kevin M Lyons's credentials?

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

Where is Kevin M Lyons located?

Kevin M Lyons is based in SARASOTA, Florida, working with GENERATIONS WEALTH PLANNING LLC. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.

How does Kevin M Lyons charge for services?

Kevin M Lyons's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GENERATIONS WEALTH PLANNING LLC?

GENERATIONS WEALTH PLANNING LLC has approximately 3 employees and manages $5M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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