Mark Lyons
Mark Lyons is a registered investment advisor at Cetera Investment Advisers LLC, based in Colorado Springs, CO, with 21 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3204 N. Academy Blvd Ste 310, Colorado Springs, CO, 80917
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating about a quarter of his time. He also works as a financial advisor at Millennium Financial Group full-time and is the president of Mark R. Lyons, Inc., a holding company for tax purposes, though this requires minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Previous Registrations
Cetera Advisors LLC
New England Securities Corporation
New England SecuritiesBroker
MML Investors Services, INC.Broker
MML Investors Services, INC.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations23 states
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