Curtis Lyman, financial advisor West Palm Beach FL
83 score

Curtis Lyman

CRD Number: 1407264
Current Firm: Hightower Advisors, LLC

Curtis Lyman (CRD# 1407264) is an Investment Advisor Representative working at Hightower Advisors, LLC in West Palm Beach, FL and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Hightower Advisors, LLC Palm Beach Gardens, FL Dec 2008 - Current 8
Hightower Securities, LLC Palm Beach Gardens, FL Dec 2008 - Current 8
Capital Market Strategies, LLC Palm Beach Gardens, FL Aug 2007 - Dec 2008 1
Usf Securities, LP Palm Beach, FL Nov 2005 - Dec 2008 3
Usf Advisors, LLC Palm Beach, FL Nov 2005 - Dec 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S65 NASAA Investment Advisors Law Examination Oct 2004
S66 NASAA Uniform Combined State Law Examination Mar 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Curtis L. Lyman
Phone Number: 312-962-3800
Registered State(s):
  • FL
  • IA
  • MD
  • GA
By the Numbers
  • Total Assets Under Management
    24,600
    MILLIONS
  • Total Number of Accounts
    47,650
    ACCOUNTS
  • Average Account Value
    $516,264
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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