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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 Emmett Lyons is an investment advisor representative at Onedigital Investment Advisors. Robert has been in the financial services industry since 1981. Prior to joining Onedigital Investment Advisors, Robert worked at UBS Financial Services Inc., International Assets Advisory, LLC, and American Wealth Management, INC. Robert holds Series 3, 7, 63, and 65 licenses, as well as the SIE exam. Robert specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Robert also provides financial planning services.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
01/01/2025 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
FL
12/19/2017 - 03/09/2018
AMERICAN WEALTH MANAGEMENT, INC. (Sarasota FL)
FL
09/23/2016 - 09/21/2017
INTERNATIONAL ASSETS ADVISORY, LLC (SARASOTA FL)
FL
08/28/2008 - 09/29/2016
UBS FINANCIAL SERVICES INC. (SARASOTA FL)
FL
07/31/1993 - 09/11/2008
CITIGROUP GLOBAL MARKETS INC. (SARASOTA FL)
NY
10/04/1982 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/12/1982 - 10/12/1982
WOOD GUNDY, INCORPORATED
IA
Issued 03/04/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1983
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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