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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyndon? Claim Your ProfileLyndon Richard Harrison is a financial advisor registered with Bison Advisors. Lyndon has been in the financial services industry for over 20 years. Lyndon is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 7, Series 63 and Series 65. Lyndon has experience working with clients in a variety of industries, including insurance companies, charitable organizations, high-net-worth individuals, other investment advisors, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Lyndon has worked at a number of firms including USA FINANCIAL SECURITIES CORPORATION, THE O.N. EQUITY SALES COMPANY, SENTRA SECURITIES CORPORATION, PRUDENTIAL SECURITIES INCORPORATED, Retirement Wealth Advisors, Holistic Wealth Partners, LLC, Cambridge Hall, LLC, Andersen Harrison Insurance, Inc, Andersen Harrison Advisors, Inc, TRUADVICE, LLC, Cypress Palms Management Services, LLC, Grace Capital Management, LLC, GRACE ADVISORY GROUP, LLC, Edinburgh Wealth Management, Inc., and Gulf Harbor Financial. Bison Advisors is a financial firm with approximately $1 billion to $10 billion in assets under management. The firm provides a variety of advisory services to clients, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for 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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FL
12/18/2023 - Present
Bison Advisors (Naples FL)
CA
03/09/2007 - 06/20/2008
USA FINANCIAL SECURITIES CORPORATION (SIMI VALLEY CA)
CA
08/15/2005 - 12/31/2006
THE O.N. EQUITY SALES COMPANY (SIMI VALLEY CA)
AZ
06/20/2001 - 05/07/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NY
02/07/2000 - 11/06/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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