Joan Lyons
Joan Lyons is a CFP-designated registered investment advisor at Good Life Advisors, LLC, based in Lewisburg, PA, with 29 years of industry experience. Joan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 15,732 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Good Life Advisors offers investment management services where fees are negotiated with a maximum of 3.0% of the portfolio's market value. Fees are billed quarterly in advance. Clients can terminate the agreement with 30 days' written notice and receive a pro-rated refund of unearned fees. Good Life Advisors also participates in third-party asset management programs where fees are set by the program sponsor.
Location
776 Bull Run Crossing, Suite 100, Lewisburg, PA, 17837
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2010Other Business ActivitiesSells Insurance
Joan is associated with Generations Asset Management and Good Life Advisors, LLC as a registered investment advisor. She also works with R & B Insurance Services, LLC selling fixed insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Good Life Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.