J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
32yrs
Danielle Lyons
Financial advisor at LPL Financial
Danielle Lyons is a fiduciary financial advisor in San Francisco, California, with 32 years in the industry. Danielle joined LPL Financial in 2025, after ten years at J.P. Morgan Securities and two years at Credit Suisse Securities (usa). LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 12% by experience in San Francisco
OfficeSan Francisco, CA
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2025 – nowLPL Financial LLCCurrent firm
- 2016 – 2025J.P. Morgan Securities LLCPreviously
- 2013 – 2016Credit Suisse Securities (usa) LLCPreviously
- 2010 – 2013MerrillPreviously
- 2005 – 2010Credit Suisse Securities (usa) LLCPreviously
- Jul 2002 – Nov 2003LPL Financial LLCPreviously
Questions to ask Danielle
Tailored to Danielle’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Danielle
How do I contact Danielle?
Call LPL Financial at (704) 733-3300 and ask for Danielle Lyons. Danielle works from the San Francisco, CA office.
How long has Danielle been a financial advisor?
Danielle has been in the industry since 1994, about 32 years. Top 12% by experience in San Francisco.
What licenses does Danielle hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Danielle a fiduciary?
Danielle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danielle paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Danielle for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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