Stevan Lyon, financial advisor Carson City NV

Stevan Lyon

CRD Number: 4779948
Current Firm: Lpl Financial LLC

Stevan Lyon (CRD# 4779948) is an Investment Advisor Representative working at Lpl Financial LLC in Carson City, NV and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Carson City, NV Jul 2021 - Current 2
Silver Oak Golf Course Mens Club Carson City, NV Jan 2013 - Jul 2021 8
Kiwanis Of Carson City Carson City, NV Oct 2011 - Jul 2021 9
Various Insurance Carriers For W & R Insurance Agencies Stagecoach, NV May 2006 - Jul 2021 15
Waddell & Reed, Inc. Carson City, NV Mar 2006 - Jul 2021 15
Silver Oak Golf Course Mens Club Carson City, NV Jan 2013 - Oct 2018 5
Po Box 1036 Dayton, NV Feb 2016 - Oct 2017 1
Silverada Little League Dayton, NV Oct 2014 - Oct 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2004
S65 NASAA Investment Advisors Law Examination Mar 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Stevan W. Lyon
Phone Number: 704-733-3300
Registered State(s):
  • NV
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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