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Alexander Read

Innovation Partners LLC
31 Years of Experience
Broker
View SEC Summary
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Areas of Practice
Insurance PlanningEstate PlanningTax PlanningRetirement PlanningBusiness Owners
Innovation Partners LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
150 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Location

280 W. Canton Ave Ste 430, Winter Park, FL, 32789

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alexander is the CEO of Lyons Wealth Management, LLC, a Registered Investment Advisor, since 2009. He spends nearly full-time working with clients.

Employment History
Current Registrations
Innovation Partners LLCBroker
January 2022 - Present · 4 yrs 1 mo
Lyons Wealth Management
September 2009 - Present · 16 yrs 5 mos
Previous Registrations
Cim Securities, LLCBroker
June 2018 - July 2019 · 1 yr 1 mo
Csg Capital Advisors, LLCBroker
November 2016 - November 2017 · 1 yr
Lyons Wealth Management
August 2009 - December 2020 · 11 yrs 4 mos
Peregrine Financials & Securities, INC.Broker
June 2002 - September 2002 · 3 mos
American Capital CorporationBroker
October 2000 - January 2001 · 3 mos
Chatfield Dean & CO., INC.Broker
September 1998 - December 1998 · 3 mos
Alexander Read Investment Management, INC.
January 1998 - December 2009 · 11 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1993 - September 1996 · 3 yrs 4 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.