Matthew Lyman
Matthew Lyman is a registered investment advisor at Raymond James & Associates, INC., based in Coeur D Alene, ID, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2100 Northwest Blvd., Suite 260, Coeur D Alene, ID, 83814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is an advisory board member for the Coeur d'Alene Rotary Endowment Foundation, a charitable organization, since 2019. He dedicates minimal time to this role.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations23 states
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