Financial Planner@ LPL Financial
Apex, North Carolina, United States
Gregory Lyon
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Utah Valley University
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FlashIntel GPTGregory Lyon is a highly experienced professional with 17.2 years of work experience in the financial industry. He has a diverse skill set including mutual funds, stocks, equity trading, and product design. Gregory has worked at reputable companies such as LPL Financial and Fidelity Investments, where he held positions as a Financial Planner and Stock Trader. He also has experience as a Recruiter at ITT Technical Institute and as a Retirement Representative at Fidelity Investments. Gregory is based in Apex, North Carolina.
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Emails and Phone Numbers
Work Experience
Financial Planner
Financial Services
Gregory Lyon's Professional Milestones
- Recruiter (2011-07-01~2012-04-01): Successfully sourced top talent, resulting in high recruitment leads and increased hire efficiency.
- Financial Planner (2014-10-01~): Developed strategic financial planning process, resulting in improved profitability and improved budget management.
Education
Design,
Associates
2000-2001Skill
Mutual Funds
401k
Stocks
401k Rollovers
Equity Trading
403 B
Product Design
529 Plans
457 Plans
Photoshop
Private Clients
Precious Metals
Day Trading
Cad
Stock Option
Premium Financing
Construction
Autocad
Inventor
Certification
Colleagues
Shraddha Pandey
Trading Product Owner
Andrew Riemer
business consultant at lpl financial | smma business owner | mba at clemson university
Rene "Blue" Ornelas
owner bluerock investment services
Cynthia Sheets
life insurance consultant | lifelong learner | coffee lover | small business owner | dangerous when bored
William Poulter
Owner | Founder | Pulter Investment Advisors | LPL Registered Representative
Other Named Gregory Lyon
Frequently asked questions
We found 1 Gregory Lyon's email addresses
We found 1 Gregory Lyon's phone numbers
Gregory Lyon's social media include: Linkedin,
Gregory Lyon works for LPL Financial
Gregory Lyon's role in LPL Financial is Financial Planner
Gregory Lyon works in the industry of Financial Services
Gregory Lyon's colleagues are Shraddha Pandey,Andrew Riemer,Rene "Blue" Ornelas
Gregory Lyon's latest job experience is Financial Planner at LPL Financial
Gregory Lyon's latest education in Utah Valley University
