Meredith Lyon
CRD Number: 6021833Current Firm: United Planners' Financial Services Of America A Limited Partner
Meredith Lyon (CRD# 6021833) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Rockland, ME and has over 8 years of experience in the finance industry.
CRD# 4214698
Commonwealth Financial Network
CRD# 5317004
Marshall Point Advisors LLC
CRD# 5038503
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Youngtown Inn | Lincolnville, ME | Dec 2017 - Current | 6 |
| United Planners' Financial Services Of America | Scottsdale, AZ | Jun 2017 - Current | 6 |
| Meredith Lyon | Rockland, ME | Mar 2012 - Current | 12 |
| Ameriprise Financial Services Inc. | Camden, ME | May 2017 - May 2017 | < 1 |
| White Lyon Asset Management | Candem, ME | Nov 2016 - May 2017 | < 1 |
| Raymond James Financial Services Advisors Inc. | Camden, ME | Sep 2015 - May 2017 | 1 |
| Raymond James Financial Services,inc | Camden, ME | Jan 2012 - May 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2015 |
- ME
-
Total Assets Under Management9,326MILLIONS
-
Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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