Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Lyon is a financial advisor at Hightower Advisors, LLC. Peter has been in the financial industry since April 1983. Peter is registered as a Broker-Dealer in California, Illinois, and Oregon, as well as an Investment Advisor Representative in California. Peter is Series 63, Series 65, Series 7, and SIE licensed. Hightower Advisors, LLC specializes in providing investment advisory and financial planning services to high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CA
12/01/2008 - Present
Hightower Advisors, LLC (Tiburon CA)
CA
04/02/2007 - 12/03/2008
MORGAN STANLEY & CO. INCORPORATED (SAN RAFAEL CA)
CA
04/19/1983 - 04/02/2007
MORGAN STANLEY DW INC. (SAN FRANCISCO CA)
IA
Issued 12/29/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Lyon is the right advisor for you? Invested Better is here to help.
