Gregory Lyon (CRD# 5169907) is an Investment Advisor Representative working at Course Management Investment Advisors, LLC in Pinehurst, NC and has over 11 years of experience in the finance industry.
CRD# 5829233
Stalwart Financial Planning
CRD# 4455033
Charles Schwab & Company, Inc.
CRD# 5377749
Wealthshield Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Course Management Investment Advisors, LLC | Pinehurst, NC | May 2020 - Current | 3 |
| Course Management Investment Advisors, LLC | Pinehurst, NC | May 2020 - Current | 3 |
| Self-employed | Apex, NC | Aug 2014 - May 2022 | 7 |
| Householder Group Estate & Retirement Specialists | Raleigh, NC | Jun 2018 - May 2020 | 1 |
| Lpl Financial, LLC | Raleigh, NC | Aug 2014 - Apr 2020 | 5 |
| Householder Group Estate & Retirement Specialists | Raliegh, NC | Apr 2014 - Aug 2015 | 1 |
| Fidelity Investments | Salt Lake City, UT | Apr 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
| S63 | Uniform Securities State Law Examination | Jul 2012 |
- NC
- VA
-
Total Assets Under Management75MILLIONS
-
Total Number of Accounts374ACCOUNTS
-
Average Account Value$200,260
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
NC, SC, TX, VA
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