Kimberly Lyon is a registered investment advisor, based in Hillsboro, OR, with 1 years of industry experience.
Location
6723 NE Bennett St., Ste. 220, Hillsboro, OR, 97124
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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
Kimberly is a partner at Jones & Roth, P.C., a CPA firm, and a referring rep/CPA at Jones & Roth Financial Advisors, LLC. She also works as an agent for Avantax Insurance Agency/Services, selling approved insurance products.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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