Lance Larkin (CRD# 5832135) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in The Villages, FL and has over 9 years of experience in the finance industry.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5563678
Missionsquare Retirement
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Ameritrade, Inc. | Lone Tree, CO | Jun 2023 - Current | < 1 |
| Charles Schwab & Company, Inc. | Lone Tree, CO | Jul 2017 - Current | 6 |
| Charles Schwab Bank | Lone Tree, CO | Jul 2017 - Current | 6 |
| Ameriprise Financial Services, Inc. | Denver, CO | Dec 2015 - Jun 2017 | 1 |
| The Larkin Group Inc. | Aurora, CO | Jan 2005 - Aug 2016 | 11 |
| Cetera Advisors LLC | Denver, CO | Aug 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- CO
- FL
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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