Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lyman is a financial advisor with Raymond James & Associates, Inc. with over 25 years of experience in the financial services industry. Matthew has been active in the investment advisory business since 1996 and has held various roles at different firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley Smith Barney. Matthew is registered with the state of Idaho and Texas as an investment advisor representative. In addition to his work with Raymond James & Associates, Inc., Matthew is a board member of the Coeur d'Alene Rotary Endowment Foundation. Matthew has expertise in a variety of financial planning and investment areas, including individual and business portfolio management, as well as pension consulting. Matthew also provides financial planning and investment advice to charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
06/16/2020 - Present
Raymond James & Associates, Inc. (Coeur D Alene ID)
ID
04/15/2011 - 05/29/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COEUR D'ALENE ID)
ID
06/01/2009 - 04/21/2011
MORGAN STANLEY SMITH BARNEY (COEUR D'ALENE ID)
ID
05/29/1996 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COEUR D'ALENE ID)
BC
Issued 06/06/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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