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Gaylord Brickwood Lyman

Ashton Thomas Private Wealth

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About Gaylord Brickwood Lyman

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.

Firm Information

Gaylord Lyman is currently registered with Ashton Thomas Private Wealth. Ashton Thomas Private Wealth is a Scottsdale, Arizona-based wealth management firm that provides financial planning, pension consulting, portfolio management for individuals, selection of other advisers, and variable product model design and maintenance services. The firm has $2.89 billion in regulatory assets under management and serves a diverse clientele including individuals, families, businesses, charitable organizations, and pension and profit sharing plans.
Ashton Thomas Private Wealth

8605 EAST RAINTREE DRIVE

SCOTTSDALE, AZ 85260

$2.89B

Assets Under Management

Not reported

Total Clients

57

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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variable product model design and maintenance

Variable product model design and maintenance

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gaylord Lyman’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gaylord Brickwood Lyman.
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