James F. Lyon, III CFP<sup>&reg;</sup> - Financial Advisor

James F. Lyon, III CFP®

LPL Financial - Woodlands Wealth Builders

9595 Six Pines Dr, Ste 6330
The Woodlands, TX 77380
FINANCIAL ADVISOR'S WEBSITE
(877) 341-2800
+1 More Number
(281) 681-2800

General

James Lyon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial - Woodlands Wealth Builders in The Woodlands, TX and the surrounding communities.

Financial Advisor Overview






Located in "Market Street" in The Woodlands, our unique Financial Life Planning approach is designed to help you clarify your Vision for the future, and create a comprehensive Financial Plan to support your vision.
The goal of our diverse team of CERTIFIED FINANCIAL PLANNERTM 
professionals and our CHARTERED RETIREMENT PLANNING COUNSELORSM
professionals is to focus on your Plan, so you can focus on Life.

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Financial Advisor Experience

My financial planning career began in 1992, and through my association with LPL Financial, 
I focus on assisting families and individuals in the areas of financial planning and investment management.  As an Independent Advisor, I am free to help my clients select from a very wide range of investments and insurance plans without the conflicts of interest that many firms possess.  Currently, I am licensed to offer securities in 29 states. Conducting educational seminars on a variety of entertaining topics for both companies and the general public are something I enjoy.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 26, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance: TX, LA, VA, ID, AZ, AL, OK, VA, WV
  • Health/disability insurance: TX, LA, VA, ID, AZ, AL
  • Fixed annuities: TX, LA,
  • Variable annuities: TX, LA, VA, ID, WV

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources