Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lyons is a financial advisor registered with Meridian Wealth Management, LLC. Richard has over 10 years of experience in the financial services industry, with prior registration with Northwestern Mutual Investment Services, LLC. Richard works with individuals, high net worth individuals, charitable organizations, corporations and pension and profit sharing plans. He is licensed to provide investment advisory services in Arkansas, Kentucky, Louisiana, Mississippi, and 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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KY
08/30/2023 - Present
Meridian Wealth Management, LLC (LEXINGTON KY)
LA
11/11/2013 - 09/08/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Mandeville LA)
IA
Issued 08/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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