Meredith Lyon
Meredith Lyon is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Rockland, ME, with 10 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
91 Camden St., Ste 303 Box 3, Breakwater Bldg, Rockland, ME, 04841
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Regulatory History (1)
Customer Dispute
May 2024Other Business ActivitiesSells Insurance
Meredith is a public notary, an executive for The Masterman Agency, and sells Pruvit supplements. She is also the president/owner of Meredith Lyon Financial Designs LLC and an insurance agent selling non-variable insurance.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations11 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.