Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Lyman is an Investment Advisor Representative at Lymanwealth LLC. Brett has been in the financial services industry since 2011. Brett is registered with the state of Utah and holds a Series 65 license. Brett has experience working with individuals. Brett has worked at several companies throughout his career, including Podium Corp Inc., LymanFX, LLC, APio, Inc, MartizCX, Aumni, Entrata and Lymanwealth LLC. The firm manages approximately $5,554,000 in assets for 110 clients. The firm provides portfolio management for individuals. The firm charges a fee based on a percentage of assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
UT
03/08/2022 - Present
Lymanwealth LLC (ALPINE UT)
IA
Issued 05/12/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Brett Lyman is the right advisor for you? Invested Better is here to help.
