Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stevan? Claim Your ProfileStevan Lyon is a financial advisor with LPL Financial LLC, a large firm with over $50 billion in assets under management. Stevan has been working in the financial industry since 2004 and has held prior positions with Waddell & Reed and World Group Securities, Inc.. Stevan is registered to provide investment advice in Nevada and Texas. Stevan Lyon is committed to providing clients with personalized financial planning and investment management services.
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
NV
09/02/2021 - Present
LPL Financial LLC (CARSON CITY NV)
NV
03/09/2006 - 07/21/2021
WADDELL & REED (CARSON CITY NV)
GA
07/26/2004 - 02/16/2006
WORLD GROUP SECURITIES, INC. (DULUTH GA)
IA
Issued 03/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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