Larry KlingensmithCRD Number: 1100460
Current Firm: Trustmont Advisory Group, Inc.
Larry Klingensmith (CRD# 1100460) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Erie, PA and has over 33 years of experience in the finance industry. Larry Klingensmith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Raymond James Financial Services Advisors, Inc.
H. Beck, Inc.
Hbks Wealth Advisors
|Trustmont Financial Group, Inc.||Greensburg, PA||Mar 2011 - Current||5|
|Trustmont Advisory Group, Inc.||Greensburg, PA||Mar 2011 - Current||5|
|Klingensmith Ceramics||New Castle, PA||Jun 1982 - Current||34|
|Nationwide Securities, LLC||Erie, PA||Aug 2008 - Mar 2011||2|
|Nationwide Financial Network||Newark, DE||May 2007 - Mar 2011||3|
|Nationwide Advisory Services, Inc.||Erie, PA||May 1991 - Mar 2011||19|
|Nationwide Insurance Company||Columbus, OH||Feb 1991 - Mar 2011||20|
|1717 Capital Management||Newark, DE||May 2007 - Aug 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1983|
|S66||NASAA Uniform Combined State Law Examination||Mar 2003|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management439MILLIONS
Total Number of Accounts4,300ACCOUNTS
Average Account Value$102,093
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, CT, FL, IL, IN, MA, MI, MN, MO, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT
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