Charlton Havard Lyons IV, CFP®, CIMA®, ChFC®, APMA®, CLU® a Private Wealth Advisor with RoseStone Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc. in Shreveport, has qualified for the company’s Circle of Success annual recognition program and will be honored for this achievement in 2018.
To earn this achievement, Lyons established himself as one of the company’s top advisors. Only a select number of high-performing advisors earn this distinction.
As a Private Wealth Advisor, Lyons provides financial advice that is anchored in a solid understanding of client needs and expectations, and is delivered in one-on-one relationships with his clients.
Lyons is thankful to the entire RoseStone Financial Group Team, who has served the Shreveport area since 1998 and whose hard work made this recognition possible.
With a network of 10,000 financial advisors and outstanding asset management, advisory and insurance capabilities,Ameriprise Financial has the strength and expertise to serve the full range of consumer financial needs.