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Carolyn Thompson Walder

LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC·NATIONAL HARBOR, Maryland
Series 6, Series 26, Series 63, Series 65Clean record27 years registeredLIFETIME 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 · 27 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC
WEALTHSTREAM ADVISORS, INC.
Apr 2021 – Dec 2022
NATIONAL HARBOR, MD
LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC
Jan 2005 – May 2021
NATIONAL HARBOR, MD
BERNHARDT WEALTH MANAGEMENT, INC.
Feb 1999 – Dec 2004
MCLEAN, VA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 26
Series 63
Series 65
Registration record
First registered · February 4, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC
CRD 133399 · SEC 801-117915
AUM
$6M
Regulatory assets under management
Employees
2
49 client accounts
Services offered by LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC →
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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.
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, last registered with LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC.
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.
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Other Advisors at LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC

Diana Jane Batchelor
NATIONAL HARBOR, MD

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