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Michael Howard Lyman

Investment adviser representative at Raymond James Financial Services Advisors, Inc
24 yearsExperience
1 stateRegistered in
ChFC®Designation
$390BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

24 years in the industry.

  1. Raymond James Financial Services Advisors, Inc.Jun 2026 to now
  2. Raymond James Financial Services, Inc.Jun 2026 to now
  3. The Lyman GroupJul 2002 to now
  4. M Holdings Securities, Inc.Jan 2006 to Dec 2025

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992

State registrations

Registered as an investment adviser representative in 1 state (WA).

Raymond James Financial Services Advisors, Inc

$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2278462
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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