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Lynn B

Series 63, Series 65

Seattle, WA

LPL Financial

Lynn Brix is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 credentials and having 31 years of industry experience. She previously worked at Raymond James Financial and Raymond James Financial Services, Inc. from 2000 to 2009 before joining LPL Financial in 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with support for both discretionary and non-discretionary investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Karin N

Series 63, Series 65

Seattle, WA

LPL Financial

Karin Nilsson is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has worked at LPL Financial since 2011 and previously spent 12 years with Cetera Wealth Services, LLC. Outside of her advisory role, she works as a dealer and pit boss for a casino party vendor that operates at non-monetary events. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives and various operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Shawn W

Series 66

Seattle, WA

LPL Financial

Shawn Whatley is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 22 years of industry experience. His prior experience includes roles at Ameriprise, Financial Advocates Investment Management, Mass Mutual Investors Services, and Merrill. Outside of advisory work, he is an agent selling life, disability, long-term care, and fixed annuities insurance, and he owns Tallus Financial Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 41 years of industry experience. He has worked at LPL Financial since 2008, following roles at Ameriprise Advisor Services and Raymond James Financial Services. Outside of advising, he is involved in selling fixed insurance products through various independent insurance agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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