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Lynette Mclaughlin

Advisor at LPL Financial

Updated today

Location

Houlton, ME 04730

Credentials

Series 66

Industry experience

25 years

About

Lynette Mclaughlin is a financial advisor at LPL Financial with 25 years of industry experience. She holds the Series 66 designation and previously worked at Lincoln Financial Securities and Voya Financial Advisors, Inc. Outside of her advisory role, she is a licensed notary and sells non-variable insurance products including annuities, life, and long-term care insurance. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and combines advisory services with insurance and credit products.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

76 Main Street

Houlton, ME 04730

Most active in

Maine

Work history

LPL Financial

2024 - Present (2 years)

Lincoln Financial Securities

2021 - 2024 (3 years)

Voya Financial Advisors, Inc.

2016 - 2021 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Bradley B

Series 66

Houlton, ME

Cetera

Bradley Berthiaume is a financial advisor with Cetera, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Cetera and its affiliated entities since 2009 and is also associated with Katahdin Financial Services. Outside of his advisory work, he is a 50% owner of family investment ventures including Evergreen Velocity LP and RS Maple Ridge LLC. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar

Adam B

Series 63, Series 65

Houlton, ME

Cetera

Adam Bither is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with Cetera and its affiliated entities since 2011. Outside of his advisory role, he serves as a firefighter for the Town of Linneus, Maine, and is a member of the Houlton Lodge of Elks and the Presque Isle Rotary Club. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement solutions, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar

Melissa S

Series 66

Houlton, ME

LPL Financial

Melissa Sylvia is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She has worked at LPL Financial since 2024 and also maintains a role at Sage Financial, where she has been involved since 2022. Prior to that, she spent six years at Machias Savings Bank. Outside of her advisory work, she is a notary in Houlton, ME. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment solutions supported by an in-house Research team and accommodates customized advisory and brokerage arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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