CR
CR

Corey David Roun

15 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementHigh Net Worth
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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Financial
June 2017
Final
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 Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.