Matthew LyonCRD Number: 5280125
Current Firm: Usaa Financial Planning Services
Matthew Lyon (CRD# 5280125) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 9 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Usaa Financial Advisors Inc.||Phoenix, AZ||Mar 2010 - Current||6|
|Usaa Financial Planning Services||Phoenix, AZ||Mar 2010 - Current||6|
|Vlasta Duffy||Phoenix, AZ||Feb 2009 - Mar 2010||1|
|Northwestern Mutual Investment Services, LLC||Phoenix, AZ||Jun 2007 - Mar 2010||2|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jan 2007 - Feb 2009||2|
|Yavapai College||Prescott, AZ||May 2006 - Dec 2006||< 1|
|Unisource Energy Service||Flagstaff, AZ||Sep 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
|S65||NASAA Investment Advisors Law Examination||Sep 2010|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
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
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