Collin Lyon (CRD# 7286988) is an Investment Advisor Representative working at 11 Financial in Dayton, OH and has over 3 years of experience in the finance industry.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kovar Wealth Management | Lufkin, TX | Feb 2024 - Current | < 1 |
| Arizona State University | Phoenix, AZ | Jul 2019 - Current | 4 |
| First Command Brokerage Services, Inc. | Fort Worth, TX | Apr 2021 - Feb 2024 | 2 |
| First Command Advisory Services, Inc. | Fort Worth, TX | Apr 2021 - Feb 2024 | 2 |
| First Command Insurance Services, Inc. | Fort Worth, TX | Apr 2021 - Feb 2024 | 2 |
| First Command | Fort Worth, TX | Aug 2020 - Apr 2021 | < 1 |
| Reliable Staffing Solutions | Tucson, AK | Aug 2019 - Apr 2021 | 1 |
| Aafes | Ramstein, | Dec 2017 - Apr 2019 | 1 |
| Eastern Arizona College | Thatcher, AZ | Jun 2014 - Apr 2018 | 3 |
| The Church Of Jesus Christ Of Latter-day Saints | Orlando, FL | Jul 2015 - Jul 2017 | 2 |
| Ramstein High School | Ramstein, | Jun 2010 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- OH
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts128ACCOUNTS
-
Average Account Value$96,555
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, CA, CO, CT, FL, KS, LA, MA, MD, MO, NC, NJ, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI
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