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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Lyons is a financial advisor with Captrust, a firm that manages $852 billion in assets. Amanda has been in the industry for over 10 years and holds the Series 7 and Series 66 licenses, as well as the SIE exam. Amanda specializes in working with high net worth individuals, corporations, and institutions. Amanda provides financial planning, portfolio management, and pension consulting services. Amanda is a Certified Financial Planner and is committed to providing her clients with personalized financial advice.
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.
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.
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2
OH
05/17/2019 - Present
Captrust (Uniontown OH)
OH
02/05/2015 - 08/10/2015
PRINCOR FINANCIAL SERVICES CORPORATION (Fairlawn OH)
OH
09/28/2012 - 02/11/2015
AXA ADVISORS, LLC (AKRON OH)
OH
03/29/2011 - 09/25/2012
THE HUNTINGTON INVESTMENT COMPANY (CANTON OH)
OH
09/11/2008 - 04/07/2009
AMERIPRISE FINANCIAL SERVICES, INC. (AKRON OH)
BOTH
Issued 06/20/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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