Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lyon is a financial advisor who is a registered representative of Independent Advisor Alliance, LLC. John has over 30 years of experience in the financial services industry. John offers a variety of financial services to individuals and families, including investment advice, retirement planning, and estate planning. John holds a Series 7, Series 63, Series 65, and Series 52TO licenses. John is also a registered investment advisor with the State of South Carolina.
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.
1
2
SC
12/26/2018 - Present
Independent Advisor Alliance, LLC (Columbia SC)
SC
04/13/2001 - 09/16/2008
GREAT AMERICAN ADVISORS, INC. (LEXINGTON SC)
NC
03/10/1998 - 03/09/2001
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NA
01/09/1995 - 03/26/1998
BB&T INVESTMENT SERVICES OF SOUTH CAROLINA, INC.
NA
04/09/1994 - 01/09/1995
CAROLINA SECURITIES CORPORATION
NA
07/23/1993 - 11/08/1993
CAROLINA SECURITIES CORPORATION
FL
05/22/1992 - 07/30/1993
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
01/01/1992 - 05/08/1992
NATIONSBANC CAPITAL MARKETS, INC. (NEW YORK NY)
NA
10/24/1991 - 01/01/1992
SOVRAN INVESTMENT CORPORATION
IA
Issued 12/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1991
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1987
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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