Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Walden Lyon is a financial advisor with over nine years of experience in the industry. Wesley is registered with Lyon Wealth Advisors Group, LLC in Charlotte, NC and has a Series 7, 63, and 65 license. Wesley is also a Certified Financial Planner. Previously, Wesley was registered with DFA Securities LLC, and worked with John K. McGill & Company, Inc. and United Capital Financial Advisors, LLC. Wesley has a strong background in providing financial advice to individuals and businesses. Wesley is passionate about helping clients achieve their financial goals and providing customized financial planning services to dentists and other specialists.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
07/27/2023 - Present
Lyon Wealth Advisors Group, LLC (CHARLOTTE NC)
NC
07/27/2016 - 02/09/2018
DFA SECURITIES LLC (CHARLOTTE NC)
BC
Issued 08/24/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Wesley Lyon is the right advisor for you? Invested Better is here to help.
