Liam
Fitzgerald

Lyon Wealth Advisors Group, LLC

CRD#7127966
Investment Advisor
in Charlotte, NC

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About this Advisor

Liam Fitzgerald is a financial advisor based in Charlotte, North Carolina, working with Lyon Wealth Advisors Group, LLC. Liam has previously held positions at The Vanguard Group, Inc, Chick-Fil-A, Tamarac High School, Liberty University, and Lyon Wealth Advisors Group, LLC. Liam has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Liam is part of Lyon Wealth Advisors Group, LLC, which operates out of Charlotte, North Carolina.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Office Location

8816 Red Oak Blvd. Suite 240
Charlotte, NC 28217

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Liam Fitzgerald Work History

2023 - Present (2 years)

Lyon Wealth Advisors Group, LLC

2020 - 2023 (3 years)

The Vanguard Group, Inc

2019 - 2019 (< 1 year)

The Vanguard Group, Inc

2016 - 2020 (4 years)

Liberty University

2015 - 2019 (4 years)

Chick-Fil-A

2011 - 2015 (4 years)

Tamarac High School

Disclosures

Please visit the SEC profile of Liam Fitzgerald to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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.

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