Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Lyons is a financial advisor with Corient based in Houston, Texas. Allison has been in the financial services industry since 2008, and has experience working with a wide range of clients, including individuals, families, businesses, and institutions. Allison offers a variety of services, including financial planning, portfolio management, and investment advice. Allison holds the Series 7 and Series 63 licenses, as well as the SIE certification.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
TX
01/31/2023 - Present
Corient (HOUSTON TX)
NY
07/07/2022 - 01/03/2023
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
TX
05/13/2014 - 07/08/2022
FSC SECURITIES CORPORATION (HOUSTON TX)
TX
04/08/2010 - 05/28/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (HOUSTON TX)
TX
07/30/2009 - 04/05/2010
NYLIFE SECURITIES LLC (HOUSTON TX)
NY
11/05/2008 - 06/26/2009
SEIDMAN PRIVATE SECURITIES LLC (NEW YORK NY)
BC
Issued 05/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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