Lyn Allison Parker

Current Employers

Employment History

• 09/2011 → Present
  Whitman Financial Services, Llc
  Wakefield, MA
• 07/2013 → Present
  Lpl Financial Llc
  Wakefield, MA

Previous Registrations

• 2013-12-09 → 2022-02-28
  Lpl Financial Llc
  North Reading, MA

Other Businesses

1. 8/15/2013: Whitman Financial Services, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 50%. 2. 8/15/2013: Newburyport Society for the Relief of Aged Women - Not Investment Related - Community, Civic and Charitable Board - Time Spent 1% - Recording Secretary and Board Member. 3. 5/1/2014: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 2% - Insurance Advisor License #2953911. Advise clients. Life, Accident and Health Insurance. 4. 5/1/2014: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 8% - Massachusetts Fixed Insurance Producer License # 1949754. 5. 6/4/2014: CLC INCORPORATED - Not Investment Related - Various employment / office sites as requested. - Other-Speaker's Bureau-Seminar - Started 05/20/2014 - 1 Hours Per Month During Securities Trading - Guest speaker. 6. 11/3/2014: No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary Public - Started 11/15/2014 - 1 Hours Per Month/0 Hours During Securities Trading. 7. 12/4/2014: Whitman Financial Services, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Started 10/24/2014 - 10 Hours Per Month/2 Hours During Securities Trading - Enrolled to practice before the Internal Revenue Service (EA). 8. 4/7/2016: FINRA - Investment Related - Various - Other-FINRA Arbitrator - Start 08/12/2016 - 2 Hours Per Month During Securities Trading - Participation as panelist in FINRA arbitration hearings to decide disputes between firms, associated personnel and/or customers. 9. 06/15/2016: Whitman Financial Services, LLC - Registered Investment Advisor - Investment Related - Started 06/08/2016 - 382 Lowell Street, Suite 203, Wakefield, MA 01880-1983 - Financial Planning Registered Investment Advisor - 80 Hours Per Month/40 Hours During Securities Trading - I provide financial planning services through Whitman Financial Services, LLC, an independent investment advisor firm. I started this business activity in June, 2016. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 10. 8/21/2018 - Newburyport Society for the Relief of Aged Women - Not Investment Related - Newburyport Community and Senior Center, 331 High Street, Newburyport, MA - Non-Profit Board Member - Start Date: 05/15/2018 - 2 Hours Per Month/2 Hours During Securities Trading - Charitable Disbursement Committee and Board Member. 11. 6/24/2021 - Law Office of Lyn A. Parker - Investment Related - At Reported Business Location(s) - Other-Legal - Started 06/11/2021 - 5 Hours Per Month/0 Hours During Securities Trading - General law practice.

Exams

• S66 Uniform Combined State Law Examination
  2013-11-30

Designations

Other Names

• Lyn Allison Stevens