Unclaimed
Darryl Walter Lyons is a financial professional with over 20 years of experience in the financial services industry. Darryl is a Certified Financial Planner and a Chartered Financial Consultant. Darryl currently works with PAX Financial Group where he provides financial planning, educational seminars, and investment management services for both individuals and businesses. Darryl also has extensive experience with LPL Financial and MML Investors Services. Darryl's professional background includes experience in both investment advisory and brokerage services. Darryl is registered to offer securities and investment advisory services in Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Podcasts
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.
A percentage of assets under pontera advisory
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2
TX
06/06/2016 - Present
PAX Financial Group (SAN ANTONIO TX)
TX
01/26/2007 - 07/17/2017
LPL FINANCIAL LLC (SAN ANTONIO TX)
TX
01/10/2005 - 01/31/2007
MML INVESTORS SERVICES, INC. (SAN ANTONIO TX)
NY
02/08/2000 - 12/14/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 02/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2004
Series 24 - General Securities Principal Examination
BC
Issued 07/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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