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Joseph Arthur Lyons

Investment adviser representative at Cannon Financial Strategists, Inc.
12 yearsExperience
1 stateRegistered in
$1.7BFirm assets
12 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

12 years in the industry.

  1. Cannon Financial Strategists, Inc.Sep 2024 to now
  2. UnemployedJun 2024 to Aug 2024
  3. Fiserv, Inc.Jun 2023 to Aug 2023
  4. Fiserv, Inc.Jun 2022 to Aug 2022
  5. University of GeorgiaAug 2020 to May 2024
  6. Kohl'sOct 2019 to Jan 2020
  7. StudentSep 2014 to May 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (GA).

Cannon Financial Strategists, Inc.

$1.7BAssets managed
1,015Clients
29Advisers
12 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
7986857
Firm CRD
133509
Advisor's SEC record (opens in a new tab)
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