Wesley Walden Lyon
Investment adviser representative at Lyon Wealth Advisors
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$311.4MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Lyon Wealth AdvisorsMar 2023 to now
- Lyon Wealth Advisors Group, LLCFeb 2023 to now
- Mcgill and Lyon Dental AdvisorsJul 2022 to now
- The Mcgill & Hill Group, LLCFeb 2018 to now
- John K. Mcgill & Company, Inc.Feb 2018 to Jun 2022
- Dimensional Fund AdvisorsJun 2016 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Lyon Wealth Advisors
Legal name: Lyon Wealth Advisors Group, LLC
$311.4MAssets managed
225Clients
3Advisers
1 yearIn 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
- 6415348
- Firm CRD
- 325041