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Meredith Anne Lyon is a financial_advisor professional located in Rockland, ME. They specialize in financial advisory. With over 11 years of experience, they bring deep expertise to every client.
Meredith Anne Lyon - United Planners' Financial Services Of America A Limited Partner holds an active professional license (FINRA CRD) for your protection.
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Meredith Anne Lyon is a financial advisor operating through United Planners' Financial Services Of America, A Limited Partner in Rockland, Maine. With 11 years in the financial services industry, Lyon works with clients on financial planning and advisory matters. Her business is registered with FINRA, the regulatory body overseeing securities professionals and investment advisors in the United States.
Lyon holds a FINRA CRD registration, which means she is registered with the Financial Industry Regulatory Authority and subject to their oversight. This registration indicates she meets federal and industry standards for providing financial advisory services and is monitored for compliance with securities regulations. FINRA registration requires ongoing education and adherence to conduct rules designed to protect consumers in investment and financial planning relationships.