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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lyons is a financial advisor with Cetera Investment Advisers LLC. Robert has been in the financial services industry since 1983 and has a wide range of experience in investments and financial planning. Robert is a Registered Representative and Investment Advisor Representative. He is a Chartered Financial Consultant and holds the Series 6, Series 63 and Series 65 licenses as well as the SIE. Robert has been affiliated with VOYA Financial Advisors, Inc., Capital West Investment Group, Inc., Omega Securities, Inc. and New England Securities. Robert provides financial advice to individuals, families, and businesses. Robert is committed to providing clients with personalized financial advice and investment strategies. He works with clients to develop a comprehensive financial plan that meets their individual needs and goals. Robert is a valuable resource for those seeking to understand their options in the financial markets, plan for retirement and more.
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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2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (AMARILLO TX)
TX
12/03/1998 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (AMARILLO TX)
NA
07/31/1998 - 11/11/1998
CAPITAL WEST INVESTMENT GROUP, INC.
TX
01/04/1997 - 07/27/1998
OMEGA SECURITIES, INC. (FORT WORTH TX)
NY
04/29/1987 - 03/27/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
07/03/1986 - 05/02/1987
PHILADELPHIA LIFE ASSET PLANNING COMPANY
NA
02/22/1983 - 07/03/1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
IA
Issued 04/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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