William Lyon (CRD# 1513518) is an Investment Advisor Representative working at Eagle Strategies LLC in Cincinnati, OH and has over 36 years of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Lyon Group, LLC | Cincinnati, OH | Feb 2007 - Current | 17 |
| Eagle Strategies LLC | Cincinnati, OH | Mar 2003 - Current | 21 |
| Nylife Securities LLC | Cincinnati, OH | May 1986 - Current | 38 |
| New York Life Insurance Co | Cincinnati, OH | Apr 1986 - Current | 38 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1988 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1998 |
- OH
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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