Matthew Lyman, financial advisor Coeur d'Alene ID

Matthew Lyman

CRD Number: 2329836
Current Firm: Raymond James & Associates, Inc.

Matthew Lyman (CRD# 2329836) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Coeur d'Alene, ID and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. Coeur D Alene, ID May 2020 - Current 3
Bank Of America, N.a. Coeur D Alene, ID Jul 2011 - May 2020 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated Coeur D'alene, ID Apr 2011 - May 2020 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1996
S65 NASAA Investment Advisors Law Examination Jun 1996
Contact Info for Matthew A. Lyman
Phone Number: 727-567-1000
Firm Website: http://www.rjfreedom.com
Registered State(s):
  • ID
  • TX
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, VI, VT, WA, WI, WV, WY

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