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Robert McLean Lyons

Investment Adviser Representative at Investors Asset Management OF Georgia Inc

Atlanta, GACRD #843645Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
48 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert Mclean Lyons is an investment adviser representative with Investors Asset Management of Georgia Inc in Atlanta, GA, where they have been registered since 2014. They have worked in the securities industry since 1978. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in Georgia.

Office

7000 Peachtree Dunwoody Road, Bldg 9 Suite 200
Atlanta, GA 30328

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Georgia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 2/13/1981
SIE
Securities Industry Essentials Examination
Passed 10/31/2014
Series 7
General Securities Representative Examination
Passed 9/17/1977
Series 24
General Securities Principal Examination
Passed 4/26/1996

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Investors Asset Management OF Georgia IncCurrent
10/1/2014 – Atlanta, GA
Investors Asset Management OF Georgia Inc
5/9/2003 – 12/31/2013Augusta, GA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Investors Asset Management OF Georgia Inc
    Sep 2014 – no end date reportedAtlanta, GA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Investors Asset Management OF Georgia Inc

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Wealth management including holistic financial planning and discretionary fee-based accounts; retirement plan advisory services for 401(k), Profit Sharing, Cash Balance, 403(b), and 457 plans; and model target-risk portfolios (Conservative, Moderately Conservative, Balanced, Moderate Growth, and Growth).

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingPeriodicals and Newsletters
Firm areas of expertise
Wealth ManagementFinancial PlanningRetirement Plans401(k)403(b)457 PlansModel PortfoliosFee-only FiduciaryDiscretionary AccountsTrusts And FoundationsNon-profit Advisory

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingOther

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
7
Offices listed on AdvisorFinder:
2
Main office:
Atlanta, GA
Founded:
1988
SEC file number:
801-37633

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 11, 2026

View full firm profile

Other advisors at Investors Asset Management OF Georgia Inc

6 other advisors in the directory

View Investors Asset Management OF Georgia Inc firm profile

Similar advisors in Atlanta, GA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert McLean Lyons has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Robert McLean Lyons (Investors Asset Management OF Georgia)