Lynn Evans, CFP®
Clarks Summit, Pennsylvania, 18411
My Location
Background Information
Years of Financial Experience
- 35
Education
- Cedar Crest College (BA)
Certifications and Designations
- CFP®
Association Memberships
- Women’s Resource Center of Scranton
- National Association of Women Business Owners
- National Association of Personal Financial Advisors
- Cedar Crest College, Alumnae Association
Methods of Compensation
- Financial Planning: Fixed fee, Hourly fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- TD Ameritrade
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
- Other
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them annually
- I review my clients' investment portfolios with them annually
Registration & Licensing
- CRD/IARD Number: 854700
- Securities Registrations: Series 65
- Insurance Licenses: Life, Disability, Health
Company Names
- Registered Investment Advisor: Northeastern Financial Consultants, Inc.
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Firm Disclosures
- Also registered in NJ
Planning Services
- Financial Planning, Retirement, Estate, Charitable, Life planning
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies, Retirement distribution strategies
Investment Products
- Mutual Funds, Securities, Hedge Fund, Limited Partnerships, Exchange Traded Funds (ETFs)
Insurance Products
- None
Visit Website - http://nefci.com/
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