Joan Lyons
Joan Lyons is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lewisburg, PA, with 30 years of industry experience. Joan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
776 Bull Run Xing Ste 100, Lewisburg, PA, 17837-6418
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
LPL Financial LLC
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.
Exams
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