Best Investors Account Sign in
Inactive

Elijah Bo Lyons

Lookahead Wealth LLC

West Linn, OR

CRD 7652487

Claim This Profile
Employer firm

Lookahead Wealth LLC CRD 285724

$45.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Lookahead Wealth Llc

1980 Willamette Falls Drive Suite 260, West Linn, OR 97068 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-01-23
WA RA APPROVED 2026-01-23
  • OR RA
    APPROVED
    Since 2026-01-23
  • WA RA
    APPROVED
    Since 2026-01-23

Branch Locations

1980 Willamette Falls Drive Suite 260, West Linn, OR 97068 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
N/A Wetumpka AL 09/2012 08/2017
Apologetics Press Inc. Montgomery AL 05/2019 07/2019
Eastbrook Flea Market Montgomery AL 08/2017 12/2019
Southern Capital Advisors Jackson TN 05/2021 07/2021
Freed-Hardeman University Henderson TN 08/2019 08/2021
N/A Henderson TN 08/2021 05/2022
Southern Capital Advisors, Llc Jackson TN 07/2022 05/2025
Lookahead Wealth Llc West Linn OR 08/2025 Present
  • 09/2012 → 08/2017
    N/A
    Wetumpka, AL
  • 05/2019 → 07/2019
    Apologetics Press Inc.
    Montgomery, AL
  • 08/2017 → 12/2019
    Eastbrook Flea Market
    Montgomery, AL
  • 05/2021 → 07/2021
    Southern Capital Advisors
    Jackson, TN
  • 08/2019 → 08/2021
    Freed-Hardeman University
    Henderson, TN
  • 08/2021 → 05/2022
    N/A
    Henderson, TN
  • 07/2022 → 05/2025
    Southern Capital Advisors, Llc
    Jackson, TN
  • 08/2025 → Present
    Lookahead Wealth Llc
    West Linn, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-06
  • S65 Uniform Investment Adviser Law Examination
    2022-12-06
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
PACIFIC COAST INVESTMENT ADVISORS, LLC
ETESIAN WEALTH ADVISORS, INC.

Nearby Investors

SCOTT MATTHEW MCDONALD
RYAN JOSEPH MURPHY
Benjamin W Wright

Nearby Offices

LPL FINANCIAL LLC · WEST LINN, OR
PACIFIC COAST INVESTMENT ADVISORS, LLC · WEST LINN, OR
ETESIAN WEALTH ADVISORS, INC. · West Linn, OR

More in West Linn, OR

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor