Strategic Advisers
22yrs
Top 11% by experience at Strategic Advisers
31yrs
Patrick Lyons has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Zebulon, North Carolina. After 11 years at NCM Capital Management Group, Patrick joined Lyons DEN Capital in 2025, a firm offering financial planning and investment management. Lyons DEN Capital reports being paid through a percentage of assets, flat fees, and performance-based fees.
One of 6 advisors with offices in Zebulon, and one of 5 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top advisor by experience in Zebulon
OfficeZebulon, NC
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$350,000
States licensed ?1 state
Services through Lyons DEN Capital
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2025 – nowLyons DEN CapitalCurrent firm
- 2006 – 2010Lyons DEN CapitalPreviously
- 2001 – 2011NCM Capital Management Group Inc.Previously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Lyons DEN Capital at 919-656-4097 and ask for Patrick Lyons. Patrick works from the Zebulon, NC office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1995, about 31 years. Top advisor by experience in Zebulon.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Lyons DEN Capital reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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