Rebecca Katherine Lyman
Investment adviser representative at Johnson Lyman Wealth Advisors
14 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
14 years in the industry.
- Johnson Lyman Wealth AdvisorsFeb 2022 to now
- Johnson Lyman Wealth AdvisorsNov 2021 to Jan 2022
- Webcor Builders, LLPJul 2021 to Mar 2022
- Obayashi Corp. / Webcor BuildersFeb 2020 to Jul 2021
- Webcor Builders, LLPJan 2012 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7609189
- Firm CRD
- 150150