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Judith Lynn Rowland

Investment adviser representative at Moody, Lynn, Lieberson & Walker, LLC
12 yearsExperience
1 stateRegistered in
$2.4BFirm assets
10 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Moody, Lynn, Lieberson & Walker, LLCMay 2016 to now
  2. Moody, Lynn & Lieberson, Inc.Apr 2014 to now

Exams passed

  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 1 state (MA).

Moody, Lynn, Lieberson & Walker, LLC

$2.4BAssets managed
550Clients
8Advisers
10 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4522925
Firm CRD
283549
Advisor's SEC record (opens in a new tab)
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