AL
CFP
AL
CFP

Aaron Myers Lyon

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3151 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Minimum Investment:$1K
Loading...

Location

16524 Pointe Village Drive, Suite 200, Lutz, FL, 33558

Get directions

History

Regulatory History
Clean regulatory record

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

Aaron works as a mattress representative for Sharetown and provides tax preparation services for Addessi Financial Partners. He also sells fixed insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Commonwealth Financial Network
June 2021 - Present · 4 yrs 8 mos
Commonwealth Financial NetworkBroker
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2016 - June 2021 · 5 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
March 2016 - June 2021 · 5 yrs 3 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.