Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Krager Lyon is an investment advisor representative registered with Captrust. Donna is a registered investment advisor in the state of Utah. Donna has been in the securities industry since 2006. Donna has a series 63, Series 65 and SIE license. She is affiliated with Captrust and has experience in providing investment advice to a variety of clients, including individuals, businesses, and institutions. Donna has also worked at Knox Capital Advisors, LLC and KCG Securities, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
UT
04/16/2018 - Present
Captrust (Salt Lake City UT)
UT
05/23/2016 - 04/16/2018
KCG SECURITIES, LLC (DRAPER UT)
UT
03/29/2006 - 03/28/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SALT LAKE CTY UT)
IA
Issued 08/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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