Matthew Lyons, financial advisor Springfield MO

Matthew Lyons

CRD Number: 6575509
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Matthew Lyons (CRD# 6575509) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Springfield, MO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a Springfrield Missouri, MS Mar 2016 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield, MO Oct 2015 - Current 5
Backwoods Retail Inc. Dba Dynamic Earth Springfield, MO Sep 2014 - Oct 2015 1
Playground Earth Llc. Dba Dynamic Earth Springfield, MO Sep 2005 - Sep 2014 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2016
Contact Info for Matthew S. Lyons
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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