Liam Dunning Fitzgerald
Investment adviser representative at Lyon Wealth Advisors
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Lyon Wealth AdvisorsMar 2023 to now
- Lyon Wealth Advisors Group, LLCFeb 2023 to now
- The Vanguard Group, Inc.Jun 2020 to Jan 2023
- The Vanguard Group, Inc.May 2019 to Aug 2019
- Liberty UniversityAug 2016 to May 2020
- Chick-fil-aAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7127966
- Firm CRD
- 325041