Spencer Mills Lyons
Investment adviser representative at Carr Financial Group
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$835.9MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Carr Financial GroupAug 2021 to now
- LPL Financial LLCAug 2021 to Feb 2022
- MML Investors Services, LLCJul 2020 to Aug 2021
- Mass Mutual Life Insurance CompanyJun 2020 to Aug 2021
- Edelman Financial EnginesJan 2019 to Aug 2020
- Southern New Hampshire UniversityMay 2018 to Oct 2019
- Commonwealth Financial NetworkDec 2016 to Dec 2018
- Fletcher GraniteJul 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Carr Financial Group
Legal name: Carr Financial Group Corporation
$835.9MAssets managed
625Clients
6Advisers
4 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
- 6734715
- Firm CRD
- 317321