Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Lyons is a financial advisor with over 20 years of experience in the industry. Glenn currently works at Osaic Wealth, Inc. Glenn is licensed to conduct business in Arizona, California, Florida, Idaho, Maryland, New Mexico, North Carolina, Oregon, Texas, Utah, and Virginia. In addition to financial advising, Glenn also works as a certified Citadel Estate Planner/Paralegal and a Statutory Agent for ICM Lending. Glenn has experience providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
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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CA
09/01/2023 - Present
Osaic Wealth, Inc. (Costa Mesa CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (Costa Mesa CA)
AZ
05/19/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 06/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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