Advisor at Cambridge Investment Research Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cambridge Investment Research Advisors
Location
Peabody, MA 01960
Credentials
CFA®, Series 63, Series 65
Industry experience
38 years
Paul Lysan is a CFA® charterholder with 38 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has held prior roles at Centaurus Financial, Inc., Investors Capital Advisory Services, and Investors Capital Corporation. In addition to his advisory work, he owns and operates a tax preparation business, Lysan & Young Tax Preparation LLC, and has maintained a CPA practice since 2001. Cambridge Investment Research Advisors, Inc. serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Flat fees may be charged for financial planning and consulting services, specific amounts not clearly stated.
Financial Professionals may earn commissions as Registered Representatives of Cambridge for brokerage transactions.
Hourly fees may be charged for financial planning and consulting services, specific rates not clearly stated.
100 Corporate Place, Suite 102
Peabody, MA 01960
Massachusetts
Cambridge Investment Research Advisors
2025 - Present (1 year)
Cambridge Investment Research, Inc.
2025 - Present (1 year)
Lysan & Young Tax Preparation LLC
2025 - Present (1 year)
Centaurus Finanical, Inc
2016 - 2025 (9 years)
Investors Capital Advisory Services
2006 - 2016 (10 years)
Investors Capital Corporation
2004 - 2016 (12 years)
1 St Bccw Capital Corp
2004 - 2016 (12 years)
Paul Lysan, CPA
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
CFA®, Series 65
Cambridge, MA
Peabody River Asset Management, LLC
Series 65
Arlington, MA
Aztec Capital LLC
Series 63, Series 65
Reading, MA
MS Financial Services, LLC
CFA®, Series 63
Boston, MA
Woodland Investment Consulting LLC
CFP®
Medford, MA
Hennessy Financial Services
Series 63, Series 65
Tewksbury, MA
Capital Wealth Management
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