Kathleen LyonCRD Number: 4493780
Current Firm: Lyon Capital Management, LLC
Kathleen Lyon (CRD# 4493780) is an Investment Advisor Representative working at Lyon Capital Management, LLC in Pittsford, NY and has 1 year of experience in the finance industry. Kathleen Lyon has taken additional exams to become 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.
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|Lyon Capital Managment||Pittsford, NY||Mar 1994 - Current||22|
Total Assets Under Management53MILLIONS
Total Number of Accounts139ACCOUNTS
Average Account Value$377,858
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
GA, MA, NY