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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Life Planning Partners, Inc. 15 years Sep 2003 - Present
Memporial Hospital 3 years, 11 months Oct 2001 - Sep 2005
John Hancock Financial Services, Inc. 1 year, 11 months Sep 2001 - Aug 2003
Are You
Carolyn Sue Mcclanahan?
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Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Carolyn Mcclanahan

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jul 19, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Apr 29, 2013
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Life Planning Partners, Inc.

Last updated on April 10, 2017
    • $146.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 501
      Accounts
    • $292.0K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Hourly Charges
  • Fixed Fees
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