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Corey David Roun
Lyons Wealth Management
15 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
High Net Worth
Lyons Wealth Management
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
257 clients
Average Client Portfolio
$494K average
Assets Under Management
$127.0M
Fee Structure
Minimum Investment:
$100K
Financial Planning:
Investment management only
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Location
280 W. Canton Ave Ste 430, Winter Park, FL, 32789
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History
Regulatory History (1)
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Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Financial
June 2017
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Lyons Wealth Management
January 2010 - Present · 16 yrs 1 mo
Previous Registrations
Lyons Wealth Management
January 2010 - December 2020 · 10 yrs 11 mos
State Registrations
1 state
FL
Advisor
Exams
No exam information available for this advisor.