Lion Street Financial scores high in all categories, achieving Investment Advisor Magazine’s Broker-Dealer of the Year for the second consecutive year.
Read MoreDistribution Agreement Reached with Crown Global
Always looking for opportunities to bring “best in class” to Lion Street Firms, our new distribution relationship with Crown Global will expand marketing opportunities for our Firms and broaden the range of solutions offered to clients.
Read MoreBill Payne Elected to Board of Directors
Bill Payne, the newest member of our Board of Directors, hails from Boston, Massachusetts, where he serves as principal and co-founder of PRW Wealth Management LLC. Bill’s primary focus is advanced planning and wealth management for high-net-worth individuals and families.
Read MoreLion Street Financial Awarded Broker-Dealer of the Year
Investment Advisor magazine named Lion Street Financial as one of its 2016 Broker-Dealers of the Year. The magazine awarded Lion Street Financial top honors in the Division I category, which includes companies with up to 199 representatives.
Read MoreHeadquarters Expanded in Austin
With the addition of 30 new Lion Street Firms in 2016 and new employee hires in every department, we outgrew our office space for the third time in five years. To support this acceleration in company growth, we expanded our downtown Austin headquarters.
Read MoreOver 150 Lion Street Firms and Guests Attended Trusted Advisor Conference
Lion Street hosted our second annual Trusted Advisor Conference in Las Vegas from June 8 to 10. The conference brings together Lion Street Firms, their invited Guest Advisors and industry experts.
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