Michael
Lyman

M Holdings Securities, Inc

CRD#2278462
Investment Advisor
in Seattle, WA
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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

Series 63, Chartered Financial Consultant

Years of Experience

16 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

601 Union Street #3212
Seattle, WA 98101

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M Holdings Securities, Inc Brokerage Details

Total Assets Under Management

$3,000,740,382

WA Average: $1,120,203,312
Total Number of Employees

279

WA Average: 50
Total Number of Accounts

7,718

WA Average: 1,309
Average Account Size

$388,798

WA Average: $855,770

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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.

2006 - Present (13 years)

M Holdings Securities, Inc

2002 - Present (17 years)

The Lyman Group

Disclosures

Michael Lyman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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