M Holdings Securities, Inc
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About this Advisor
Michael Lyman is a chartered financial consultant who works in Seattle, Washington, who has been in the advisory business for 16 years. Lyman is currently employed by M Holdings Securities, Inc. Throughout their career, Lyman has worked at The Lyman Group and M Holdings Securities, Inc. Lyman maintains a Series 63 license, certifying them as a securities broker, and is registered to work in Washington. M Holdings Securities, Inc is an advisory firm that has its headquarters in Seattle, Washington. The investment advisory business has offices in 113 locations and a total of 279 advisors. It controls $3 billion in assets across its 7,718 accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 7,718 accounts, just 14% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely are based on the financial services. However, fee types charged by M Holdings Securities, Inc most likely include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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M Holdings Securities, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Michael Lyman Work History
Michael has 16 years of experience.
M Holdings Securities, Inc
The Lyman Group
Michael Lyman has no disclosures.
Please visit their SEC profile for more details.