Valerie K Lyons

CRD 2018837 · Wells Fargo Advisors · Portland, OR

IA RegisteredBroker

Also appears in the source record as: Valerie K Bryson; Valerie Kay Bryson; Valerie Kay Lyons

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 66Series 63
Registered states (42): Alaska · Arizona · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin
Years in the industry (source record): 34
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (13)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Portland, OR · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Portland, OR · BC capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Portland, OR · IA capacity

Oct 25, 2011 → Mar 12, 2014
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Portland, OR · BC capacity

Jun 23, 2008 → Mar 12, 2014
Phillips & Company
Portland, OR · BC capacity

Mar 18, 2008 → May 6, 2008
Edward Jones
Portland, OR · BC capacity

Mar 13, 2007 → Jan 31, 2008
Citigroup Global Markets Inc.
Portland, OR · BC capacity

Apr 7, 2000 → Mar 13, 2007
A. G. Edwards & Sons, Inc.
St. Louis, MO · BC capacity

May 1, 1998 → Feb 7, 2000
Painewebber Incorporated
Weehawken, NJ · BC capacity

Aug 6, 1997 → Apr 23, 1998
Fidelity Brokerage Services, Inc.
Smithfield, RI · BC capacity

Mar 19, 1997 → Jun 10, 1997
Freeman Welwood & Co., Inc.
Seattle, WA · BC capacity

Jul 9, 1996 → Feb 4, 1997
Gna Securities, Inc.
Glen Allen, VA · BC capacity

Oct 4, 1993 → Jun 12, 1996
Columbia Financial Center Incorporated
Portland, OR · BC capacity

Dec 7, 1992 → Sep 10, 1993

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2018837 ↗ FINRA BrokerCheck record for CRD 2018837 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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