Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Lyon is a financial advisor with over 27 years of experience in the industry. Paul is registered with LPL Financial LLC, a firm with over $50 billion in assets under management. Paul provides financial planning, portfolio management for individuals and businesses, and other advisory services to clients in states including Minnesota, Texas, and Florida. Paul holds Series 7, Series 63, and SIE licenses and is also a Certified Financial Planner. Paul has previously worked with OSAIC WEALTH, INC. and American Express Financial Advisors Inc.
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.
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2
MN
01/30/2024 - Present
LPL Financial LLC (MAPLE GROVE MN)
MN
08/05/2005 - 02/02/2024
OSAIC WEALTH, INC. (MAPLE GROVE MN)
MN
03/21/1997 - 08/05/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/21/1997 - 08/05/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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