Stevan Lyon
Stevan Lyon is a registered investment advisor at LPL Financial LLC, based in Carson City, NV, with 22 years of industry experience. Stevan 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
755 N Roop St, Suite 114, Carson City, NV, 89701
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2010Other Business ActivitiesSells Insurance
Stevan sells non-variable insurance and is co-owner of SW Lyon LLC, a business entity for tax/investment purposes, dedicating nearly full-time hours to it. He also operates WRI Investments as a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
World Group Securities, INC.Broker
State Registrations9 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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