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Robert Mclean Lyons

Investors Asset Management OF Georgia Inc.

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About Robert Mclean Lyons

Robert Mclean Lyons is an investment advisor representative with Investors Asset Management Of Georgia Inc. based in Atlanta, Georgia. Robert has been in the securities industry for over 40 years. He holds Series 63, Series 24, SIE and Series 7 licenses. His previous employers include Cambridge Investment Research, Inc., Allen C. Ewing & Co., Capital Research Corporation, Buckhead Financial Corporation, Walnut Street Securities, Inc. and The Robinson-Humphrey Company Inc.

Firm Information

Robert Lyons is currently registered with Investors Asset Management OF Georgia Inc.. Investors Asset Management OF Georgia Inc. is a registered investment advisor based in Atlanta, Georgia, with approximately $354,235,431 in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high net worth individuals, and 401(k)/403(b)/457 and other managed accounts.
Investors Asset Management OF Georgia Inc.

7000 PEACHTREE DUNWOODY ROAD

ATLANTA, GA 30328

$354.24M

Assets Under Management

2

Total Clients

6

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Robert Lyons’s Registration & Firm History

GA

10/01/2014 - Present

Investors Asset Management OF Georgia Inc. (ATLANTA GA)

GA

12/10/2001 - 10/31/2014

CAMBRIDGE INVESTMENT RESEARCH, INC. (AUGUSTA GA)

FL

01/01/2000 - 12/12/2001

ALLEN C. EWING & CO. (JACKSONVILLE FL)

FL

03/28/1997 - 01/01/2000

CAPITAL RESEARCH CORPORATION (JACKSONVILLE FL)

NA

05/23/1996 - 12/11/1996

BUCKHEAD FINANCIAL CORPORATION

CA

03/10/1993 - 05/28/1996

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

GA

10/03/1977 - 03/25/1993

THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 02/13/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/26/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/31/2014

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/1977

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Robert Mclean Lyons. Review regulatory record here.
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