David R. Lyon

LYON WEALTH ADVISORY LLC

MADERA, CA

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CRD#: 4635195

Professional summary

David Robert Lyon, who also goes by David R Lyon, David Lyon, David Mestaz, David Mestaz-lyon, is a registered financial advisor currently at LYON WEALTH ADVISORY LLC located in Madera, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. David has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David R Lyon | David Lyon | David Mestaz | David Mestaz-Lyon

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) Engaged as an independent contractor through Lyon Wealth Advisory, LLC (LWA), providing financial advisory and wealth planning services to clients. Activities include financial planning, retirement planning, and investment advisory services. This business is conducted through Ministry Partners Securities. Approximately 40 hours per week. Investment-related. Started January 2025. Located at 8483 N. Millbrook Ave. Suite 106, Fresno, CA 93720.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Robert Lyon'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®

None

Experience

Current

June 18, 2025 - Present

LYON WEALTH ADVISORY LLC

RIA

CRD#: 335837

MADERA, CA

Past

January 13, 2025 - February 18, 2025

MINISTRY PARTNERS SECURITIES, LLC

CRD#: 154349

FRESNO, CA

Past

January 10, 2025 - February 18, 2025

MINISTRY PARTNERS SECURITIES, LLC

RIA

CRD#: 154349

FRESNO, CA

Past

October 19, 2023 - October 17, 2024

MARINER ADVISOR NETWORK

RIA

CRD#: 283824

Fresno, CA

Past

October 4, 2023 - October 24, 2024

LPL FINANCIAL LLC

CRD#: 6413

FRESNO, CA

Past

June 28, 2022 - September 6, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FRESNO, CA

Past

May 30, 2022 - September 6, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FRESNO, CA

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

California
(6/18/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/25/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/30/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/25/2022

Securities Industry Essentials Examination

Current Firm

LYON WEALTH ADVISORY LLC

CRD#: 335837 / SEC#:

California

Registered Investment Advisory firm - (6/18/2025 Approved)

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Contact information

Main Address

Madera, CA

Mailing Address

1111 6th Ave Ste 550 #910958, San Diego, CA 92101

Phone number

(559) 764-7993

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David R. Lyon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Robert Lyon's CRS (Customer Relationship Summary).

Certified licenses

Experience

LYON WEALTH ADVISORY LLC

MINISTRY PARTNERS SECURITIES, LLC

MINISTRY PARTNERS SECURITIES, LLC

MARINER ADVISOR NETWORK

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 6/25/2022

Series 7TO

Date: 5/30/2022

SIE

Date: 4/25/2022

Current Firm

LYON WEALTH ADVISORY LLC

Contact information

Documents

Red Flags

Company Information

LYON WEALTH ADVISORY LLC

TRUST BUT VERIFY

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