Brendan J Lyons
Investment adviser representative at West Financial Services, Inc.
13 yearsExperience
1 stateRegistered in
$2.8BFirm assets
21 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
- Pension consulting
Experience
13 years in the industry.
- West Financial Services, Inc.May 2022 to now
- Cambridge AssociatesAug 2021 to Apr 2022
- Stride Inc.May 2021 to Aug 2021
- Carradice Wealth AdvisorsJun 2020 to Aug 2020
- Mattress Recycling CouncilMay 2018 to Jan 2020
- StudentAug 2017 to May 2021
- Lowe's CompaniesMar 2017 to Aug 2017
- StudentAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
West Financial Services, Inc.
$2.8BAssets managed
964Clients
22Advisers
21 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
- 7268892
- Firm CRD
- 137497