John Lyon
John Lyon is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Durham, NC, with 19 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
4614 Carlton Crossing Dr., Durham, NC, 27713
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is a musician, pastor, insurance agent/owner of Lyon Financial Services, owner of Lyon Financial Services LLC, and an advisory representative of CIRA. He also presents/educates the community on budgeting and credit reporting, and provides business consulting and coaching.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Previous Registrations
Cambridge Investment Research, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
New England Securities Corporation
New England SecuritiesBroker
Foresters Equity Services, INC.Broker
State Registrations1 state
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.