Kristofer LyonsCRD Number: 6068172
Current Firm: Charles Schwab & Company, Inc.
Newman's Financial Planning
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
|Charles Schwab Bank||Phoenix, AZ||Apr 2014 - Current||3|
|Charles Schwab & Company, Inc.||Phoenix, AZ||May 2012 - Current||5|
|Self||Phoenix, AZ||Dec 2011 - Feb 2012||< 1|
|Northern Arizona University||Flagstaff, AZ||May 2007 - Dec 2011||4|
|Northern Arizona University (student Organization: Rha)||Flagstaff, AZ||Apr 2008 - May 2011||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 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, 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
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