Rebecca Lyman (CRD# 7609189) is an Investment Advisor Representative working at Johnson Lyman Wealth Advisors in Los Altos, CA and has 1 year of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Johnson Lyman Financial Advisors | Los Altos, CA | Feb 2022 - Current | 2 |
| Webcor Builders, LLP | San Francisco, CA | Aug 2021 - Feb 2022 | < 1 |
| Johnson Lyman Financial Advisors | Los Altos, CA | Nov 2021 - Jan 2022 | < 1 |
| Obayashi Corp. / Webcor Builders | Tokyo, | Feb 2020 - Jul 2021 | 1 |
| Webcor Builders, LLP | San Francisco, CA | Jan 2012 - Feb 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- CA
-
Total Assets Under Management153MILLIONS
-
Total Number of Accounts238ACCOUNTS
-
Average Account Value$642,322
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA
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