Eagle Strategies
18yrs
More experience than 64% of advisors in Utah
22yrs
Mark Lyons has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Wellsville, Utah. After five years at New England Securities and a year at MML Investors Services, Mark joined Cetera Investment Advisers in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Cetera Investment Advisers reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 3 advisors with offices in Wellsville, and one of 3 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?Top 23% by experience in Utah
OfficeWellsville, UT
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowCetera Investment Advisers LLCCurrent firm
- 2007 – 2012New England SecuritiesPreviously
- Jul 2006 – Sep 2007MML Investors Services, LLCPreviously
- Sep 2004 – Jul 2006Pruco Securities, LLC.Previously
Contact Mark
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Mark. Wellsville, UTOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mark
Tailored to Mark’s registration and firm.
- 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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Mark
How do I contact Mark?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Mark Lyons. Mark works from the Wellsville, UT office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2004, about 22 years. Top 23% by experience in Utah.
What licenses does Mark hold?
Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark 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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