Unclaimed Profile

Robert A Lyman

JOHNSON LYMAN, INC.·LOS ALTOS, California

Series 65Clean record16 years registeredJOHNSON LYMAN, INC.

4966 EL CAMINO REAL, LOS ALTOS, CA 94022CRD# 4697601Firm CRD# 150150

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert A Lyman · LOS ALTOS, CA

Registration

CRD #4697601 · JOHNSON LYMAN, INC. · 16 years registered

Brand Profile

Not yet started

Career History

JOHNSON LYMAN WEALTH ADVISORS

Dec 2009 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 17, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JOHNSON LYMAN, INC.

CRD 150150 · SEC 801-70139

AUM

$153M

Regulatory assets under management

Employees

238 client accounts

Services offered by JOHNSON LYMAN, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JOHNSON LYMAN, INC. →

Introduction

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Frequently Asked Questions

What services does Robert A Lyman offer?

Robert A Lyman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ALTOS, California for a consultation.

What are Robert A Lyman's credentials?

Robert A Lyman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert A Lyman located?

Robert A Lyman is based in LOS ALTOS, California, working with JOHNSON LYMAN, INC.. Their office serves clients in the LOS ALTOS metropolitan area and surrounding communities.

How does Robert A Lyman charge for services?

Robert A Lyman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JOHNSON LYMAN, INC.?

JOHNSON LYMAN, INC. has approximately 2 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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