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Charles L
Series 65
Stonington, CT
Lyons Asset Management
Charles Lacour III is a Series 65-licensed advisor at Lyons Asset Management with 22 years of industry experience. He has served as captain of a ferry at Plum Island Marine since 1998. Lyons Asset Management provides discretionary portfolio management, retirement plan asset review, and financial planning primarily for individual clients, managing accounts based on client goals with a buy-and-hold investment approach in publicly traded securities.
Joshua L
Series 63
Stonington, CT
Lyons Asset Management
Joshua Lyons is the principal of Lyons Asset Management in Stonington, CT, holding a Series 63 designation with five years of industry experience. He has operated under the Lyons Asset Management name since 1994. Lyons Asset Management provides discretionary portfolio management, financial planning, and retirement plan asset reviews primarily for individual clients. The firm manages accounts based on client goals and risk tolerance, using a buy-and-hold strategy with publicly traded stocks, bonds, mutual funds, and ADRs, and also offers socially responsible and sustainable investing options.
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