Robert A Lyman
Investment adviser representative at Johnson Lyman Wealth Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$202.1MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Johnson Lyman, Inc.Jul 2015 to now
- Johnson Lyman Wealth AdvisorsDec 2009 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
Johnson Lyman Wealth Advisors
Legal name: Johnson Lyman, Inc.
$202.1MAssets managed
57Clients
2Advisers
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
- 4697601
- Firm CRD
- 150150