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Lynn B

Series 63, Series 65

Seattle, WA

LPL Financial

Lynn Brix is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Karin N

Series 63, Series 65

Seattle, WA

LPL Financial

Karin Nilsson is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2011. In addition to her advisory role, she works as a dealer or pit boss for a casino party vendor, managing events such as Christmas and corporate parties. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Shawn W

Series 66

Seattle, WA

LPL Financial

Shawn Whatley is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise and Financial Advocates Investment Management. Outside of his advisory role, he owns Tallus Financial Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Charles L

Series 63

Seattle, WA

LPL Financial

Charles Lewis is a financial advisor with LPL Financial in Seattle, WA, holding a Series 63 designation and 40 years of industry experience. He has been with LPL Financial since 2008. Lewis is also involved in independent insurance agencies selling fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-driven risk management solutions.

College savings (529s, UTMA, etc.)
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