Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lowell Lyon is a financial advisor with Global Retirement Partners LLC. Robert has been in the industry since 2011 and has experience in financial planning, portfolio management, and pension consulting. Robert is registered with the state of Massachusetts as an investment advisor representative. Previous employers include PRIVATE CLIENT SERVICES, LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, and LPL FINANCIAL LLC. Robert has experience working with individuals, corporations, charitable organizations, pension and profit sharing plans. Robert is committed to providing clients with personalized financial advice to help them reach their financial goals.
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.
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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2
MA
03/13/2024 - Present
Global Retirement Partners LLC (Lexington MA)
MA
07/17/2020 - 03/13/2024
PRIVATE CLIENT SERVICES, LLC (Lexington MA)
MA
01/11/2013 - 07/21/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BOSTON MA)
MA
08/22/2011 - 01/31/2013
LPL FINANCIAL LLC (WALPOLE MA)
IA
Issued 04/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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