AdvisorOS Directory
Claim Profile
Unclaimed Profile
CW

Carolyn Thompson Walder

LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC·NATIONAL HARBOR, Maryland
Clean recordLIFETIME WEALTH PLANNING AND MANAGEMENT, LLC
120 WATERFRONT STREET, NATIONAL HARBOR, MD 20745CRD# 2920958Firm CRD# 133399

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carolyn Thompson Walder · NATIONAL HARBOR, MD
Registration
CRD #2920958 · LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carolyn Thompson Walder is a registered financial advisor based in NATIONAL HARBOR, Maryland, affiliated with LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Carolyn

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Carolyn is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC
LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC
AUM
$6M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2920958
Firm CRD# 133399
View on FINRA BrokerCheck →

Looking for a financial advisor in NATIONAL HARBOR?

Browse all registered financial advisors in NATIONAL HARBOR, Maryland or claim this profile if it's yours.

Browse NATIONAL HARBOR AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Carolyn Thompson Walder offer?
Carolyn Thompson Walder specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NATIONAL HARBOR, Maryland for a consultation.
What are Carolyn Thompson Walder's credentials?
Carolyn Thompson Walder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carolyn Thompson Walder located?
Carolyn Thompson Walder is based in NATIONAL HARBOR, Maryland, working with LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC. Their office serves clients in the NATIONAL HARBOR metropolitan area and surrounding communities.
How does Carolyn Thompson Walder charge for services?
Carolyn Thompson Walder's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC?
LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC has approximately 2 employees and manages $6M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC

Diana Jane Batchelor
NATIONAL HARBOR, MD

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)ANNAPOLIS (74)GAITHERSBURG (65)COLUMBIA (54)OWINGS MILLS (46)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Request removal of this profile