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Manager Profile

Hargrave & Associates LLC

Joseph Lyons

3050 Chicago Ave. Suite 150

Riverside, CA 92507

phone: (951) 684-0527

fax: (951) 684-3958

toll free: 888-842-7472

email:

Manager Overview
A fee-based financial planning and investment advisory firm serving the greater southern california area. Hargrave & Associates LLC is a registered investment advisor in California.
Experience & Disclosure
My CRD Number:	5256117
Firm CRD Number:	136752
Work Experience:	Joseph Lyons has been an investments advisor for 3 years.
Academic Background:	Joseph Lyons MA MBA
Services
Types of Investments:	All investment types except those providing commissions. Commissioned insurance products including Life, Health, Annuities. Specialize in ETF portfolios.
Qualifications
Certifications, Accreditations and Designations:	Joseph Lyons: Candidate for CFP® Certification, Ctec Registered Tax Preparer, CA Insurance License #0F72916
Number of Advisors in Office:	3
Advisor's Number of Clients:	30
Assets Managed by Advisor:	$10MM
Compensation
New Client Minimum Portfolio Size:	$150K
Fee:	Fee-based
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Prepared by: Joseph Lyons
Created on: 06/05/2009 2:22 pm est

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