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Lyn Allison Parker

Lyn A. Parker

WHITMAN FINANCIAL SERVICES.
Wakefield, MA 01880-1983
Some features on this profile are disabled
CRD#: 6193027
Lyn Allison Parker

Professional summary

Lyn Allison Parker, CFP®, who also goes by Lyn Allison Stevens, is a registered financial advisor currently at WHITMAN FINANCIAL SERVICES, LLC. located in Wakefield, Massachusetts.

Lyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Lyn has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lyn Allison Stevens

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lyn Allison Parker's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2014

Experience

Current

August 8, 2016 - Present

WHITMAN FINANCIAL SERVICES, LLC.

Office #1: 382 Lowell Street Suite 203, Wakefield, MA 01880-1983
RIA
CRD#: 117633
Wakefield, MA
Past

December 9, 2013 - February 28, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
WAKEFIELD, MA
Past

August 26, 2013 - February 28, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
WAKEFIELD, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(8/8/2016)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/30/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/26/2013
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/11/2015
General Securities Principal Examination

Current Firm

WF
WHITMAN FINANCIAL SERVICES, LLC.
COFFMAN, DALLAS W. DBA WHITMAN FINANCIAL SERVICES | WHITMAN FINANCIAL SERVICES, LLC. | WHITMAN FINANCIAL SERVICES

CRD#: 117633 / SEC#:

Massachusetts
Registered Investment Advisory firm - (1/22/2010 Approved)
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Contact information

Main Address
348 Park Street Suite 106, North Reading, MA 01864-2153
Mailing Address
Phone number
(781) 246-0902
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Red Flags

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Company Information

WHITMAN FINANCIAL SERVICES, LLC.

CRD#: 117633Wakefield, MA 01880-1983

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