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Brad Lyons Wilson is a financial advisor professional located in 85014, AZ. They specialize in financial advisory.
Brad Lyons Wilson - Diversify Wealth Management, Llc holds an active professional license (FINRA CRD) for your protection.
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Brad Lyons Wilson operates Diversify Wealth Management, LLC, a financial advisory firm based in the 85014 area of Arizona. The business holds a FINRA CRD registration, which indicates involvement in the securities and investment advisory industry. This registration allows the firm to operate within the regulatory framework established by the Financial Industry Regulatory Authority, overseeing investment-related services and client interactions in the wealth management space.
A FINRA CRD registration signals that this business is registered with the Financial Industry Regulatory Authority, the primary self-regulatory organization for securities brokers and dealers in the United States. This registration means the firm and its representatives operate under FINRA's regulatory oversight, which includes compliance requirements, customer protection rules, and ongoing supervision. Clients can verify registration details and disciplinary history through FINRA's BrokerCheck system, providing transparency into the firm's regulatory standing and any relevant background information in the financial services industry.