Lyndon R. Harrison
WEALTHSPAN INVESTMENT MANAGEMENT
NAPLES, FL
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CRD#: 4090907
Professional summary
Lyndon Richard Harrison, CFP®, who also goes by Lyndon R. Harrison, is a registered financial advisor currently at WEALTHSPAN INVESTMENT MANAGEMENT, LLC located in Naples, Florida.
Lyndon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Lyndon has worked at 11 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lyndon R. Harrison
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) WINDSOR LEASING, LLC, NON INVESTMENT RELATED, 2430 Vanderbilt Beach Road, #108-388, Naples, FL 34109. 100% owner. LEASE RESIDENTIAL PROPERTIES, PROPERTY MANAGER, STARTED 06/2016, APPROXIMATELY 5 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS. MANAGE AND MAINTAIN RESIDENTIAL RENTAL PROPERTIES. (2) Paradise Coast Tax Services, LLC. Non-Investment related. 2430 Vanderbilt Beach Road, #108-388, Naples, FL 34109. 100% owner. Tax Preparation and Notary. Started 4/2020. Approximately 10 hours per month spent, all during trading hours. Market tax services and provide notary acts. (3) Lifetime Learning Foundation, Inc. Non-investment related. 2430 Vanderbilt Beach Road, #108-388, Naples, FL 34109. 100% owner. Non Profit. Started 10/2018. Approximately 10 hours per month spent, all during trading hours. Promote financial education for senior citizens. (4) Ft. Myers Naples Church, Inc.; Non-Investment related. 15248 S Tamiami Trail, #900, Ft. Myers, FL 33908. Non Profit. No ownership. Started 3-2017. Approximately 10 hours per month spent, not during trading hours. Maintain financial accounting records for church financial transactions. (5) Gulf Harbor Benefits, LLC; NON INVESTMENT RELATED, 2430 Vanderbilt Beach Road, #108-388, Naples, FL 34109; 100% owner. Fixed insurance sales; Insurance Agent; Started 3/2017; Approximately 160 hours per month spent, all during trading hours. Sales of fixed insurance products. (6) CANYON CREST, LLC; NON-INVESTMENT RELATED, 2430 VANDERBILT BEACH RD,#108-388, NAPLES, FL 34109; BOOKKEEPING AND ACCOUNTING SERVICES; STARTED 05-24-23; APPROX 15 HOURS PER MO. DURING TRADING HOURS; PROVIDE GENERAL ACCOUNTING SERVICES. (7) HANCOCK PLUMBING, INC; NON-INVESTMENT RELATED, 4573 EXCHANGE AVE, #6, NAPLES, FL 34104; ACCOUNTANT; STARTED 11-25-24; APPROXIMATELY 160 HOURS PER MO DURING TRADING HOURS; MAINTAIN ACCOUNTING RECORDS AND OVERSEE ACCOUNTING FUNCTIONS.
CRS (Client Relationship Summary) - RIA
Click below to view Lyndon Richard Harrison's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
January 7, 2025 - Present
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 309553
NAPLES, FL
Past
December 18, 2023 - December 31, 2024
BISON WEALTH, LLC
RIA
CRD#: 299805
Naples, FL
Past
June 21, 2021 - December 13, 2023
TRUADVICE LLC
RIA
CRD#: 292482
Naples, FL
Past
March 24, 2017 - June 15, 2021
BROOKSTONE WEALTH ADVISORS, LLC
RIA
CRD#: 137658
FORT MYERS, FL
Past
February 29, 2016 - March 3, 2017
GRACE CAPITAL MANAGEMENT, LLC
RIA
CRD#: 169813
FORT MYERS, FL
Past
November 21, 2008 - October 29, 2010
CORINTHIAN WEALTH MANAGEMENT
RIA
CRD#: 143035
SAUGUS, CA
Past
March 9, 2007 - June 20, 2008
USA FINANCIAL SECURITIES LLC
RIA
CRD#: 103857
SIMI VALLEY, CA
Past
March 9, 2007 - June 20, 2008
USA FINANCIAL SECURITIES LLC
BD
CRD#: 103857
SIMI VALLEY, CA
Past
May 8, 2006 - December 31, 2006
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
SIMI VALLEY, CA
Past
August 15, 2005 - December 31, 2006
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
SIMI VALLEY, CA
Past
June 20, 2001 - May 7, 2004
SENTRA SECURITIES CORPORATION
BD
CRD#: 10249
PHOENIX, AZ
Past
February 7, 2000 - November 6, 2000
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WI
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
CRD#: 309553 / SEC#: 801-129988
RIA
Registered Investment Advisory firm - (6/13/2024 Approved)Illinois
Registered Investment Advisory firm - (10/29/2024 Terminated)Michigan
Registered Investment Advisory firm - (11/12/2024 Terminated)New Jersey
Registered Investment Advisory firm - (10/31/2024 Terminated)Texas
Registered Investment Advisory firm - (10/29/2024 Terminated)Virginia
Registered Investment Advisory firm - (10/30/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(1/7/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
WI
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
CRD#: 309553 / SEC#: 801-129988
RIA
Registered Investment Advisory firm - (6/13/2024 Approved)Illinois
Registered Investment Advisory firm - (10/29/2024 Terminated)Michigan
Registered Investment Advisory firm - (11/12/2024 Terminated)New Jersey
Registered Investment Advisory firm - (10/31/2024 Terminated)Texas
Registered Investment Advisory firm - (10/29/2024 Terminated)Virginia
Registered Investment Advisory firm - (10/30/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4981 Cascade Road, Suite C, Grand Rapids, MI 49546
Mailing Address
5030 Corporate Exchange Blvd. Se Suite 201, Grand Rapids, MI 49512
Phone number
(616) 655-1696
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 469 |
| AUM (Assets Under Management) | $ 78,970,252 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
