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Financial ADVSR advisor directory · SEC adviser records

Lyon Wealth Advisors financial advisors in Charlotte, NC

Every SEC-registered investment adviser representative at a Lyon Wealth Advisors office in Charlotte, A to Z.

The short answer

3 registered advisors work at Lyon Wealth Advisors in Charlotte, out of 3 at the firm nationwide; it ranks number 127 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Lyon Wealth Advisors advisors in Charlotte, A to Z

Every Lyon Wealth Advisors advisor →

Lyon Wealth Advisors advisors in every city and state →Lyon Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Charlotte

All Charlotte advisors →

Vanguard Advisers, Inc. 642Merrill Lynch, Pierce, Fenner & Smith Incorporated 428Wells Fargo Clearing Services, LLC 342Tiaa-Cref Individual & Institutional Services, LLC 327UBS Financial Services Inc. 144Truist Advisory Services, Inc. 118LPL Financial LLC 114Morgan Stanley 101Ameriprise Financial Services, LLC 100Strategic Advisers LLC 79Principal Advised Services 66Ip Financial Advisory Services LLC 60

Questions

How many financial advisors does Lyon Wealth Advisors have in Charlotte?

3 investment adviser representatives are registered at Lyon Wealth Advisors offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Lyon Wealth Advisors one of the largest advisor employers in Charlotte?

Lyon Wealth Advisors ranks number 127 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 642.

How do I check a Lyon Wealth Advisors advisor in Charlotte?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lyon Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.