Michelle Elizabeth Lyman
Investment adviser representative at LPL Financial LLC
24 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- LPL Financial LLCJul 2025 to now
- Cadaret, Grant & Co., Inc.Jan 2019 to Jul 2025
- LPL FinancialNov 2016 to Dec 2018
- Pioneer BankNov 2016 to Dec 2018
- Cadaret, Grant & Co., Inc.Jan 2010 to Nov 2016
- Anchor Agency (purchased By Pioneer Bank)Nov 2002 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NY).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 4895590
- Firm CRD
- 6413