Cheryl Lyon, financial advisor Akron OH

Cheryl Lyon

CRD Number: 5042197
Current Firm: Lyon Capital Strategies

Cheryl Lyon (CRD# 5042197) is an Investment Advisor Representative working at Lyon Capital Strategies in Akron, OH and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lyon Capital Strategies LLC Munroe Falls, OH May 1995 - Current 28
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for Cheryl L. Lyon
Phone Number: 330-819-6694
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $68,493
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

OH

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