Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Lyons is an investment advisor representative who has been working in the financial industry since 2017. Brendan currently works for West Financial Services, Inc., where they have been registered since 2024. Before joining West Financial Services, Inc., Brendan worked for several other firms, including Cambridge Associates, Stride Inc., Carradice Wealth Advisors, and Mattress Recycling Council. Brendan has experience working with a variety of clients, including individuals, families, and businesses. They also have experience in financial planning, portfolio management, and pension consulting. Brendan is dedicated to providing their clients with personalized financial advice and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
VA
12/17/2024 - Present
West Financial Services, Inc. (MCLEAN VA)
Active
Inactive
Not sure Brendan Lyons is the right advisor for you? Invested Better is here to help.
