Curtis LymanCRD Number: 1407264
Current Firm: Alpha Beta Gamma Wealth Management
Curtis Lyman (CRD# 1407264) is an Investment Advisor Representative working at Alpha Beta Gamma Wealth Management in Lake Park, FL and has over 32 years of experience in the finance industry.
Davis Private Wealth, LLC
Castle Wealth Management
Financial Security Services, LLC
|Capital Market Strategies Llc D/b/a Alpha Beta Gamma Wealth Mana||Lake Park, FL||Feb 2017 - Current||1|
|Hightower Advisors, LLC||Palm Beach Gardens, FL||Dec 2008 - Current||9|
|Hightower Securities, LLC||Palm Beach Gardens, FL||Dec 2008 - Current||9|
|Hightower Advisors LLC||Palm Beach Gardens, FL||Apr 2009 - Feb 2015||5|
|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|
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
Total Assets Under Management140MILLIONS
Total Number of Accounts302ACCOUNTS
Average Account Value$464,335
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IL, LA
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