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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Lyon is a financial advisor registered with the state of Florida and Texas. Cory has over 5 years of experience in the industry and has worked with a variety of clients, including individuals, families, and businesses. Cory is a Registered Investment Advisor (RIA) and works at TFG Financial Advisors, LLC. Cory specializes in financial planning, portfolio management, and investment consulting. Cory is also a Certified Financial Planner (CFP®). Cory provides personalized financial advice to help clients achieve their financial goals. Cory is committed to providing clients with the highest level of service and expertise.
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.
Third party referral fees
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2
FL
02/02/2021 - Present
TFG Financial Advisors, LLC (NORTH PALM BEACH FL)
FL
06/02/2015 - 10/12/2015
CONCORDE INVESTMENT SERVICES, LLC (Juno Beach FL)
FL
12/11/2014 - 06/02/2015
J.P. TURNER & COMPANY, L.L.C. (JUNO BEACH FL)
IA
Issued 11/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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