UBS Financial Services
47yrs
Top 1% by experience in Atlanta
46yrs
Robert McLean Lyons
Financial advisor at Investors Asset Management of Georgia
At a glance
Experience46 years (since 1981)
How that compares ?Top advisor by experience at Investors Asset Management of Georgia
Office7000 Peachtree Dunwoody Road Building 9 Suite 200, Atlanta, GA 30328
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Investors Asset Management of Georgia
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingNewsletters and publications
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.
Uniform Securities Agent State Law Examination
Career
- 2014 – nowInvestors Asset Management of Georgia Inc.Current firm
- 2003 – 2013Investors Asset Management of Georgia Inc.Previously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 Robert
How do I contact Robert?
Call Investors Asset Management of Georgia at 770-394-5619 and ask for Robert McLean Lyons. Robert works from the Atlanta, GA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1981, about 46 years. Top advisor by experience at Investors Asset Management of Georgia.
What licenses does Robert hold?
Series 63. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert paid?
Investors Asset Management of Georgia reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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