(833) 804-0737Email: firstname.lastname@example.org
Lynn Halliday supports our clients’ account service needs from the LPL Financial Home Office in Fort Mill. She has worked in the financial industry for more than 12 years and holds the FINRA Series 7 with LPL Financial. Our clients can depend on Lynn for help with online account access, monthly statements, tax reporting, and solving of most any account service challenge.
Lynn graduated from Hiram College with a Bachelor’s degree in Social Science. In her free time, she enjoys cooking, gardening, reading and biking with the company of her spouse and two-year old Morkie.
Offering our clients sophisticated wealth management strategies to grow, preserve and transfer generational wealth.
We offer objective advice for every phase of your life and guide you as you navigate your financial roadmap.
Wealth management strategies to grow, preserve and transfer wealth.
Providing our clients and their loved ones with objective and value-driven financial guidance.
29 North Liberty Street
The Dajhana Building
Cumberland, MD 21502
(800) 935-6976 (toll free)
(301) 798-7669 (main)
(301) 798-9641 (fax)
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