Brent Lyons, financial advisor Mount Vernon WA
93 score

Brent Lyons

CRD Number: 1873649
Current Firm: Lpl Financial LLC

Brent Lyons (CRD# 1873649) is an Investment Advisor Representative working at Lpl Financial LLC in Mount Vernon, WA and has over 28 years of experience in the finance industry.

Similar Advisors
Randall Wall, financial advisor Mount Vernon WA
Randall R. Wall
CRD# 4015381
Penn Cove Financial, LLC
Score
101
Similar Advisors
Nathan Twining, financial advisor Mount Vernon WA
Nathan J. Twining
CRD# 6142269
Financial Plan, Inc.
Score
100
Similar Advisors
Warren Phillips, financial advisor Mount Vernon WA
Warren D. Phillips
CRD# 3104701
Edward Jones
Score
98
Company Name Location Dates Years
Lpl Financial, LLC Mount Vernon, WA Oct 2010 - Current 6
Bank Of America,na Burlington, WA Dec 2009 - Oct 2010 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington, WA Oct 2009 - Oct 2010 1
Banc Of America Insurance Services, Inc. Burlington, WA Jan 2008 - Oct 2009 1
Banc Of America Investment Services, Inc. Burlington, WA Jan 2008 - Oct 2009 1
Citigroup Global Markets Inc. Mount Vernon, WA Jul 1993 - Jan 2008 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
S65 NASAA Investment Advisors Law Examination Apr 1998
Contact Info for Brent A. Lyons
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

Ready to hire a financial advisor? Get competitive proposals from Brent Lyons and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.