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SL

Stephen R. Lyddon

OPINE FINANCIAL ADVISORS
Kansas City, MO 64111
Some features on this profile are disabled
CRD#: 4702132
SL

Professional summary

Stephen Ray Lyddon, CFP® is a registered financial advisor currently at OPINE FINANCIAL ADVISORS located in Kansas City, Missouri.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Stephen has worked at 1 firm and has passed the Series 7 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
JACKSON HEWITT TAX SERVICE. NOT AN INVESTMENT-RELATED COMPANY. 3903 MAIN STREET KANSAS CITY MO 64111. AN INCOME TAX PREPARATION SERVICE. FRANCHISE OWNER/GENERAL MANAGER. STARTED IN 1992. DEVOTE APPROXIMATELY 160/HRS PER MONTH TO JACKSON HEWITT, INCLUDING TIME DURING SECURITIES TRADING HOURS. OPINE IS NOT A BROKER/DEALER, NOR IS IT INVOLVED IN SECURITIES TRANSACTIONS. MY DUTIES AS OWNER/GENERAL MANAGER IS TO SUPERVISE THE COMPANY'S OPERATIONS AND CLIENT RELATIONS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Ray Lyddon'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®

Certified Financial Planner

Start date: 1990

Experience

Current

January 18, 2019 - Present

OPINE FINANCIAL ADVISORS

Office #1: 3903 Main Street, Kansas City, MO 64111
RIA
CRD#: 128091
Kansas City, MO
Past

February 14, 2011 - December 31, 2015

OPINE FINANCIAL ADVISORS

RIA
CRD#: 128091
KANSAS CITY, MO
Past

May 30, 2008 - December 31, 2010

OPINE FINANCIAL ADVISORS

RIA
CRD#: 128091
KANSAS CITY, MO
Past

July 11, 2005 - December 31, 2007

OPINE FINANCIAL ADVISORS

RIA
CRD#: 128091
KANSAS CITY, MO
Past

April 5, 2004 - December 31, 2004

OPINE FINANCIAL ADVISORS

RIA
CRD#: 128091
KANSAS CITY, MO

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
Missouri
(1/18/2019)

Exams

General Industry/Product Exam
RR
Series 7
Date: 4/2/2004
General Securities Representative Examination

Current Firm

OF
OPINE FINANCIAL ADVISORS
LILMONTSA LLC | THE LYDDON GROUP LLC | OPINE FINANCIAL ADVISORS | LILMONTSA LLC DBA JACKSON HEWITT TAX SERVICE

CRD#: 128091 / SEC#:

Missouri
Registered Investment Advisory firm - (1/17/2019 Approved)
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Contact information

Main Address
3903 Main Street, Kansas City, MO 64111
Mailing Address
Phone number
(816) 960-3773
Established
Firm type
Fiscal year end
# of Employees
1

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.

Company Information

OPINE FINANCIAL ADVISORS

CRD#: 128091Kansas City, MO 64111

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