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DL

Darryl W. Lyons

PAX FINANCIAL GROUP
San Antonio, TX 78232
Some features on this profile are disabled
CRD#: 4119073
DL

Professional summary

Darryl Walter Lyons II, AIF®, CFP®, ChFC®, CLU® is a registered financial advisor currently at PAX FINANCIAL GROUP located in San Antonio, Texas.

Darryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Darryl has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
06/26/2013: NO BUSINESS NAME - INV. REL. - AT REPORTED BUSINESS LOCATION(S) - REFERRAL - TIME SPENT 1% - I WILL BE OFFERING AN ALTERNATIVE TO HEALTH INSURANCE CALLED SAMARITAN MINISTRIES. THIS IS A CO-OP NON PROFIT ORGANIZATION DESIGNED TO SHARE MEDICAL EXPENSES AMONG MEMBERS. 06/05/2015 - PAX INSURANCE SERVICES - INSURANCE AGENCY - INV REL - 270 N LOOP 1604 E STE 200 SAN ANTONIO, TX 78232 - START 06/02/2015 - 8 HRS/MO DURING SECS TRDG HRS LICENSED INSURANCE AGENT New Braunfels Christian Academy Private School Board Member Since 01/2023 Not Investment Related Author Writing and publishing books on finance, business and leadership Currently authored three books: Small Business Big Pressure, The Grand Money Chasm and 18 to 80. since 12/2011 Not Investment related. The Chosen Non-Profit adoption and foster care Volunteer To provide guidance on their foundation and investment performance since 08/2023 Not investment related Admirals Basketball Academy International Basketball Ministry Chairman of the Board Since 05/2024 Not Investment Related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darryl Walter Lyons II's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2005

ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Experience

Current

June 6, 2016 - Present

PAX FINANCIAL GROUP

Office #1: 270 North Loop 1604 East Suite 200, San Antonio, TX 78232
RIA
CRD#: 284164
San Antonio, TX
Past

November 12, 2013 - September 14, 2016

ADVISOR RESOURCE COUNCIL

RIA
CRD#: 164109
SAN ANTONIO, TX
Past

January 26, 2007 - October 30, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN ANTONIO, TX
Past

January 26, 2007 - July 17, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN ANTONIO, TX
Past

July 19, 2005 - October 31, 2006

KCM & ASSOCIATES

RIA
CRD#: 114309
SAN ANTONIO, TX
Past

April 5, 2005 - January 31, 2007

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
SAN ANTONIO, TX
Past

January 10, 2005 - January 31, 2007

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SAN ANTONIO, TX
Past

February 8, 2000 - December 14, 2004

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PF
PAX FINANCIAL GROUP
PAX FINANCIAL GROUP | PAX FINANCIAL GROUP, LLC | PAX FINANCIAL GROUP INSURANCE SERVICES

CRD#: 284164 / SEC#: 801-107918

RIA
Registered Investment Advisory firm - (6/3/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(6/6/2016)

Exams

State Security Law Exam
RR
Series 63
Date: 2/12/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/17/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/7/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/7/2000
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/17/2004
General Securities Principal Examination

Current Firm

PF
PAX FINANCIAL GROUP
PAX FINANCIAL GROUP | PAX FINANCIAL GROUP, LLC | PAX FINANCIAL GROUP INSURANCE SERVICES

CRD#: 284164 / SEC#: 801-107918

RIA
Registered Investment Advisory firm - (6/3/2016 Approved)
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Contact information

Main Address
270 North Loop 1604 East Suite 200, San Antonio, TX 78232
Mailing Address
Phone number
(210) 881-5700
Established
Firm type
Fiscal year end
# of Employees
24

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM BROCHURE (7/9/2025)
ADV 2A - FIRM DISCLOSURE BROCHURE (7/9/2025)

Regulatory assets under management

Total Number of Accounts4,249
AUM (Assets Under Management)$ 728,473,115

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PAX FINANCIAL GROUP

CRD#: 284164San Antonio, TX 78232

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