Andrew Lyon
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCJul 2025 to now
- Ryan Grant InvestmentsMar 2024 to now
- Next FinancialOct 2024 to Jul 2025
- Ameriprise FinancialJul 2021 to Feb 2024
- Unemployed/studentAug 2020 to Jun 2021
- Ryan Grant InvestmentsJun 2020 to Aug 2020
- Unemployed/studentOct 2019 to May 2020
- Menomonie Food Co-opAug 2019 to Sep 2019
- Unemployed/studentJun 2019 to Jul 2019
- Market Place FoodsJul 2018 to May 2019
- The Boathouse RestaurantJul 2017 to Sep 2017
- Computer DockJun 2017 to Jun 2018
- Amazon Fulfillment CenterJul 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7263044
- Firm CRD
- 6413