Investment Advisory Services
Whitman Financial Services, LLCSee Hours
| Monday | 9:00 AM - 5:00 PM |
|---|---|
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
About
Important information
About This Business
Products and Services
Business Details
- BBB File Opened:
- 8/23/1989
- Business Started:
- 1/1/1983
- Business Incorporated:
- 12/30/2005
- Type of Entity:
- Limited Liability Company (LLC)
- Alternate Names:
- LPL FINANCIAL
- Dallas W. Coffman, CLU®, ChFC®, EA, CFP®
- Comprehensive Wealth Management
- Business Management:
- Ms. Lyn Parker, Principal
- Number of Employees:
- 1
Additional Contact Information
- Principal Contacts
- Ms. Lyn Parker, Principal
- Additional Email Addresses
- Primary: Email this Business
Additional Information
- Refund and Exchange Policy
- The business states please see their SEC Form ADV, Part II for a complete description of their refund policy.
- Other Resources
- Massachusetts Securities Division
Massachusetts Securities Division
Boston MA 02108
Phone Number: 617-727-3548; 800-269-5428
Fax Number: 617-248-0177
http://www.sec.state.ma.us/sct/sctidx.htm
[email protected] - Business Categories
- Investment Advisory Services
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