About
Private wealth management and comprehensive financial planning.
Lynn Ballou is a CERTIFIED FINANCIAL PLANNER (CFP) Professional, Enrolled Agent (EA), and Registered Principal with LPL Financial. Lynn is founding partner of Ballou Plum Wealth Advisors LLC, a trusted financial advisory firm providing financial planning to families in the East Bay. Securities offered through LPL Financial Member FINRA/SIPC
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Current Hours
- Sun CLOSED
- Mon 8:30 AM - 5:00 PM
- Tue 8:30 AM - 5:00 PM
- Wed 8:30 AM - 5:00 PM
- Thu 8:30 AM - 5:00 PM
- Fri 8:30 AM - 5:00 PM
- Sat CLOSED
-
Wed 8:30 AM - 5:00 PMOPEN NOW
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Detailed Information
- Location TypeNA
- Opening Date1998
- Annual Revenue Estimateunknown
- SIC Code show
- Employees5 to 9
- Contactsshow
- Co-Owner, CIO Marilyn Plum
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