Kristofer Lyons, CFP (R)CRD Number: 6068172
Current Firm: Charles Schwab & Company, Inc.
Kristofer Lyons (CRD# 6068172) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 8 years of experience in the finance industry. Kristofer Lyons has taken additional exams to become an Accredited Asset Management Specialist and a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Transamerica Financial Advisors, Inc.
Dynamic Wealth Partners, LLC
|Charles Schwab Bank||Phoenix, AZ||Apr 2014 - Current||6|
|Charles Schwab & Company, Inc.||Phoenix, AZ||May 2012 - Current||8|
|Self||Phoenix, AZ||Dec 2011 - Feb 2012||< 1|
|Northern Arizona University||Flagstaff, AZ||May 2007 - Dec 2011||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
|S7||General Securities Representative Examination (GS)||Sep 2012|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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