Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Lyon is a financial advisor with over 30 years of experience in the financial services industry. Eric is registered with Kestra Advisory Services, LLC and is licensed in 33 states. Eric specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. Eric has been a Registered Principal since 1993, and has experience with various financial products and services.
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.
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2
TX
10/01/2024 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
FL
02/05/2004 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
FL
02/04/2003 - 02/19/2004
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
MO
01/02/2001 - 02/28/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
09/29/1994 - 01/02/2001
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
NY
02/01/1994 - 10/27/1994
D. BLECH & COMPANY, INCORPORATED (NEW YORK NY)
NY
09/26/1994 - 10/04/1994
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
07/10/1992 - 02/04/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NA
03/02/1992 - 07/10/1992
J. W. GANT & ASSOCIATES, INC.
IA
Issued 03/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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