Richard Lyon (CRD# 5773884) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Denver, NC and has over 14 years of experience in the finance industry.
CRD# 1876666
Lion Street Advisors, LLC
CRD# 6424613
Advice And Planning Services
CRD# 5982867
Capitalwize, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Management Corp. | Boone, NC | Oct 2023 - Current | < 1 |
| Rich Lyon Insurance Agency | Boone, NC | Oct 2023 - Current | < 1 |
| State Farm Investment Management Corp. | Boone, NC | Oct 2023 - Current | < 1 |
| State Farm Investment Management Corp. | Denver, NC | Jul 2021 - Current | 2 |
| Rich Lyon Insurance Agency | Denver, NC | Dec 2010 - Current | 13 |
| State Farm Vp Management Corp. | Denver, NC | Dec 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2010 |
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- NC
- SC
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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