Lyn Parker
Lyn Parker is a CFP-designated registered investment advisor at Whitman Financial Services, LLC., based in Wakefield, MA, with 12 years of industry experience. Lyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Initial data collection and assessment: $250
- Financial planning: $3,500 to $15,000, depending on the complexity of the services provided
- Consulting: $425 for the first two hours, then $425 per hour thereafter
Location
382 Lowell Street, Suite 203, Wakefield, MA, 01880-1983
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lyn operates Whitman Financial Services, LLC as a DBA for LPL business and provides financial planning services through Whitman Financial Services, LLC as a registered investment advisor, dedicating about half of her time to this. Lyn also holds insurance licenses and advises clients on life, accident, and health insurance, spending a few hours per week on these activities.
Employment History
Current Registrations
Whitman Financial Services, LLC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.