Unclaimed
Gaylord Lyman is a financial advisor with Ashton Thomas Private Wealth, based in Portland, Oregon. Gaylord has been in the financial industry since 1997 and has experience with a variety of investment products and services. Gaylord holds the Series 6 and Series 63 licenses and is also a Chartered Financial Analyst. In addition to his role at Ashton Thomas Private Wealth, Gaylord also works with other organizations, including Kohala Capital Partners, LLC. Gaylord specializes in providing financial advice to individuals, corporations, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Variable product model design and maintenance
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.
A percentage of the total value of assets under management is charged.
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OR
04/03/2023 - Present
Ashton Thomas Private Wealth (PORTLAND OR)
NY
05/28/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
05/28/1997 - 12/15/1999
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 05/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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