Carolyn Decker (CRD# 3215365) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has over 25 years of experience in the finance industry. Carolyn Decker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6002683
Edward Jones
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lake Street Advisors | Portsmouth, NH | Apr 2017 - Current | 7 |
| Lake Street Advisors | Portsmouth, NH | Mar 2006 - Current | 18 |
| Lake Street Advisors | Portsmouth, NH | Jan 2009 - Apr 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
- MA
- NH
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Total Assets Under Management3,109MILLIONS
-
Total Number of Accounts1,858ACCOUNTS
-
Average Account Value$1,673,204
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, MA, NH, NY
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