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Lyndon Grey

Financial Advisor at AtriaWealth

Lyndon Grey is a seasoned financial advisor with extensive experience in the financial services industry, currently serving at Atria Wealth Solutions since August 2017. Prior to this role, Lyndon worked at Financial West Group from October 2011 to August 2017 and held the position of Vice President, Financial Advisor at Merrill Lynch-Bank of America Investments between January 2007 and September 2011. Additionally, Lyndon began a career in finance at TD Ameritrade Investment Center, where responsibilities as a financial advisor were undertaken from June 2001 to December 2006. Educational credentials were obtained from California State University, Los Angeles.

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AtriaWealth

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Wealth management holding company whose subsidiaries provide innovative tools and a flexible business structure to help advisors retain and grow relationships.


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11-50

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