D.a. Davidson &
47yrs
Top advisor by experience in Fresno
4yrs
David Lyon has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Fresno, California. After less than a year at Ministry Partners Securities and a year at Mariner Advisor Network, David joined Lyon Restaurant Advisory in 2025, a firm offering financial planning and investment management. David holds the CFP® designation.
One of 446 advisors with offices in Fresno, and one of 411 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office8050 N Palm Ave Suite 300, Fresno, CA 93711
How the firm is paid ?Hourly, Flat fee
States licensed ?1 state
Services through Lyon Restaurant Advisory
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2025 – nowLyon Restaurant AdvisoryCurrent firm
- Jan 2025 – Feb 2025Ministry Partners Securities, LLCPreviously
- Oct 2023 – Oct 2024Mariner Advisor NetworkPreviously
- Jun 2022 – Sep 2023
Questions to ask David
Tailored to David’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Lyon Restaurant Advisory at 559-764-7993 and ask for David Lyon. David works from the Fresno, CA office.
How long has David been a financial advisor?
David has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Lyon Restaurant Advisory reports being paid by hourly fees, flat or fixed fees. Ask David 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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