Unclaimed Profile

Kevin M Lyons

GENERATIONS WEALTH PLANNING LLC·SARASOTA, Florida

SIE, Series 7, Series 66Clean record8 years registeredGENERATIONS 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 · 8 years registered

Brand Profile

Not yet started

Career History

ONEDIGITAL

Dec 2021 – present

GENERATIONS WEALTH PLANNING LLC

Apr 2018 – Dec 2022

SARASOTA, FL

HAYDEN ROYAL

Aug 2017 – Jul 2018

Sarasota, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 29, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GENERATIONS WEALTH PLANNING LLC

CRD 294608 · SEC 801-112852

AUM

$5M

Regulatory assets under management

Employees

8 client accounts

Services offered by GENERATIONS WEALTH PLANNING LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GENERATIONS WEALTH PLANNING LLC →

Introduction

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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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