Unclaimed Profile

Darryl Walter Lyons

PAX FINANCIAL GROUP, LLC·SAN ANTONIO, Texas

SIE, Series 6, Series 7, Series 24, Series 63CFP ChFCClean record21 years registeredPAX FINANCIAL GROUP, LLC

270 NORTH LOOP 1604 EAST, SAN ANTONIO, TX 78232CRD# 4119073Firm CRD# 284164

Profile Verification

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

Identity

Darryl Walter Lyons · SAN ANTONIO, TX

Registration

CRD #4119073 · PAX FINANCIAL GROUP, LLC · 21 years registered

Brand Profile

Not yet started

Career History

PAX FINANCIAL GROUP

Jun 2016 – present

360 WEALTH MANAGEMENT, LLC

Nov 2013 – Sep 2016

SAN ANTONIO, TX

LPL FINANCIAL LLC

Jan 2007 – Oct 2015

SAN ANTONIO, TX

KCM & ASSOCIATES

Jul 2005 – Oct 2006

SAN ANTONIO, TX

MML INVESTORS SERVICES, INC.

Apr 2005 – Jan 2007

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · April 5, 2005

Years registered · 21

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PAX FINANCIAL GROUP, LLC

CRD 284164 · SEC 801-107918

AUM

$600M

Regulatory assets under management

Employees

4,098 client accounts

Services offered by PAX FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PAX FINANCIAL GROUP, LLC →

Introduction

Speak with Darryl

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Darryl is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN ANTONIO?

Browse all registered financial advisors in SAN ANTONIO, Texas or claim this profile if it's yours.

Browse SAN ANTONIO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Darryl Walter Lyons offer?

Darryl Walter Lyons specializes in Financial Planning, Investment Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Darryl Walter Lyons's credentials?

Darryl Walter Lyons holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Darryl Walter Lyons located?

Darryl Walter Lyons is based in SAN ANTONIO, Texas, working with PAX FINANCIAL GROUP, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Darryl Walter Lyons charge for services?

Darryl Walter Lyons's firm is compensated through percentage of aum, subscription fees, other: a percentage of assets under pontera advisory. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PAX FINANCIAL GROUP, LLC?

PAX FINANCIAL GROUP, LLC has approximately 24 employees and manages $600M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →