Matthew
Lyon
Zenith Advisory Group, LLC
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About this Advisor
Matthew Lyon is a certified financial planner who works out of Union, Kentucky, with a total of 2 years of relevant experience. Lyon is an advisor for Zenith Advisory Group, LLC. The advisor has gained experience at New York Life Insurance Company, Nylife Securities, Inc, Lyon Financial Strategies, Wiskus Group, Eagle Strategies LLC, Kalibr, LLC D/B/A Kalibr, Lyon Wealth Strategies, Guardian Life Insurance Co Of America, Park Avenue Securities, LLC, Guardian Life Insurance Company, Park Avenue Securities, Guardian Life Insurance and Zenith Advisory Group, LLC. Lyon holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Iowa, Missouri, Ohio and Texas. Zenith Advisory Group, LLC is a registered investment company with a branch in Union, Kentucky.
Certifications and Registrations
Years Registered*
Office Location
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Matthew Lyon Work History
Matthew has been registered as a financial advisor for 2 years.*
Zenith Advisory Group, LLC
Guardian Life Insurance
Park Avenue Securities
Lyon Wealth Strategies
Guardian Life Insurance Co Of America
Park Avenue Securities, LLC
Guardian Life Insurance Company
Park Avenue Securities
Kalibr,LLC D/B/A Kalibr
Wiskus Group
Eagle Strategies LLC
Lyon Financial Strategies
New York Life Insurance Company
Nylife Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Lyon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
