Larry Coltin (CRD# 5863400) is an Investment Advisor Representative working at Lpl Financial LLC in Palmdale, CA and has over 13 years of experience in the finance industry.
CRD# 4700969
Western International Securities
CRD# 3177792
Citigroup Global Markets Inc.
CRD# 3184578
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Palmdale, CA | Jul 2021 - Current | 2 |
| Sublease Pbo Office Suite | Lancaster, CA | Jul 2020 - Jul 2021 | 1 |
| Paul Gross | Lancaster, CA | Jan 2019 - Jul 2021 | 2 |
| League Of Women Voters, Antelope Valley Chapter | Palmdale, CA | Oct 2014 - Jul 2021 | 6 |
| Waddell & Reed, Inc. | Lancaster, CA | Apr 2014 - Jul 2021 | 7 |
| Various Insurance Carriers For W&r Insurance Agencies | Palmdale, CA | Apr 2014 - Jul 2021 | 7 |
| Kiwanis Club Of Palmdale | Palmdale, CA | Jan 1992 - Jul 2021 | 29 |
| Palmdale Chamber Of Commerce | Palmdale, CA | Jan 2018 - Dec 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2011 |
- CA
- CO
- FL
- ID
- IL
- TX
- WA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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