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Dana W Lyon is a financial advisor professional located in Wesley Chapel, FL. They specialize in financial advisory. With over 28 years of experience, they bring deep expertise to every client.
Dana W Lyon - Capital Wise Advisory holds an active professional license (FINRA CRD) for your protection.
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Dana W Lyon operates Capital Wise Advisory in Wesley Chapel, Florida, bringing 28 years of experience in financial advisory services. The business is registered with FINRA under CRD #2326989, indicating participation in the Financial Industry Regulatory Authority's oversight framework. With nearly three decades in the field, Dana W Lyon offers perspective on long-term financial planning and investment strategy.
Dana W Lyon holds a FINRA CRD registration, which means the advisor operates under the Financial Industry Regulatory Authority's regulatory structure. FINRA CRD registration requires compliance with industry standards and ongoing regulatory oversight, signaling that the advisor meets baseline requirements for conducting securities-related business. This registration provides a framework for investor protections and accountability in financial advisory activities.