Joseph Lyons (CRD# 4105465) is an Investment Advisor Representative working at Lpl Financial LLC in Duvall, WA and has over 23 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 6886032
Capital Partners Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Duvall, WA | Jul 2021 - Current | 2 |
| 15 James | Duvall, WA | May 2018 - Jul 2021 | 3 |
| Joseph Lyons & Heather Lyons | Duvall, WA | Aug 2017 - Jul 2021 | 3 |
| Sno-valley North Little League | Duvall, WA | Oct 2016 - Jul 2021 | 4 |
| Sno-valley North Little League | Duvall, WA | Dec 2011 - Jul 2021 | 9 |
| Various Insurance Carriers For W & R Insurance Agencies | Duvall, WA | Sep 2009 - Jul 2021 | 11 |
| Waddell & Reed Inc. | Bellevue, WA | Jul 2009 - Jul 2021 | 12 |
| Little Moon Cellars | Duvall, WA | Oct 2008 - Jul 2021 | 12 |
| Duvall Chamber Of Commerce | Duvall, WA | Aug 2017 - Jan 2019 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2001 |
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.
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
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