Benjamin Lyman (CRD# 7412571) is an Investment Advisor Representative working at Lymanwealth LLC in Alpine, UT and has over 2 years of experience in the finance industry.
CRD# 2588720
Prudential Financial Planning Services
CRD# 1801853
Morgan Stanley
CRD# 6291844
The Caprock Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Imft/micron | Lehi, UT | May 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- UT
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts34ACCOUNTS
-
Average Account Value$70,588
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
UT
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