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David Allen Lyons

Investment adviser representative at Brockenbrough
30 yearsExperience
1 stateRegistered in
CFADesignation
$5.5BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

30 years in the industry.

  1. BrockenbroughJun 1996 to now
  2. Lowe, Brockenbrough & Company, Inc.Jun 1996 to now

Designations

  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law1993
  • Series 63 · Uniform Securities Agent State Law1999

State registrations

Registered as an investment adviser representative in 1 state (VA).

Brockenbrough

Legal name: Lowe, Brockenbrough & Company, Inc.

$5.5BAssets managed
568Clients
15Advisers
56 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1624727
Firm CRD
105142
Advisor's SEC record (opens in a new tab)
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