Lyndon Richard Harrison
Investment adviser representative at Wealthspan Investment Management, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$93.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Wealthspan Investment Management, LLCJan 2025 to now
- Bison AdvisorsDec 2023 to now
- Gulf Harbor FinancialDec 2022 to now
- Truadvice, LLCJun 2021 to Dec 2023
- Andersen Harrison Advisors, IncJun 2021 to Dec 2022
- Andersen Harrison Insurance, IncJun 2021 to Dec 2022
- Cambridge Hall, LLCJul 2020 to Dec 2022
- Cypress Palms Management Services, LLCJan 2019 to Dec 2022
- Holistic Wealth Partners, LLCJun 2018 to Jun 2021
- Retirement Wealth AdvisorsMar 2017 to Jun 2021
- Grace Capital Management, LLCFeb 2016 to Mar 2017
- Grace Advisory Group, LLCNov 2015 to Mar 2017
- Edinburgh Wealth Management, Inc.Jan 2012 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
Wealthspan Investment Management, LLC
$93.1MAssets managed
326Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4090907
- Firm CRD
- 309553