Meredith Anne Lyon
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
5 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
5 years in the industry.
- United Planners' Financial Services of America A Limited PartnerJun 2017 to now
- United Planners' Financial Services of AmericaJun 2017 to now
- Meredith LyonMar 2012 to now
- Youngtown InnDec 2017 to Dec 2018
- Ameriprise Financial Services IncMay 2017 to May 2017
- White Lyon Asset ManagementNov 2016 to May 2017
- Raymond James Financial Services Advisors Inc.Sep 2015 to May 2017
- Raymond James Financial Services,incJan 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (ME).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 6021833
- Firm CRD
- 20804