Lyndon L Davis
Investment adviser representative at Lightsquare Wealth Management, LLC
20 yearsExperience
1 stateRegistered in
$203.5MFirm assets
3 yearsFirm in business
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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
20 years in the industry.
- Lightsquare Insurance AgencyAug 2025 to now
- Lightsquare Wealth Management, LLCApr 2025 to now
- Raymond James & Associates, IncJun 2017 to Apr 2025
- Bank of America, NASep 2009 to Jun 2017
- Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691Sep 2006 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (MI).
Lightsquare Wealth Management, LLC
$203.5MAssets managed
172Clients
3Advisers
3 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
- 5217885
- Firm CRD
- 324958