Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Lyons is a financial advisor with over 30 years of experience in the financial services industry. Eric has been with LPL Financial LLC since 2012, and before that he worked at Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Eric holds Series 3, 7, 63 and 65 licenses, as well as the SIE. Eric's specialties include portfolio management for individuals and businesses, financial planning, and consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
05/30/2012 - Present
LPL Financial LLC (NORTHFIELD IL)
IL
01/01/2008 - 05/31/2012
WELLS FARGO ADVISORS, LLC (WILLOWBROOK IL)
IL
12/17/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WILLOWBROOK IL)
NY
04/11/1988 - 01/11/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/23/1985 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 05/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1985
Series 3 - National Commodity Futures Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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