Larry Allan Financial Planning Services LLC

Larry Allan Financial Planning Services LLC (CRD# 173720) is a financial advisory firm headquartered in , . They manage $3,893,934 in 39 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $99,844
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Larry Allan Financial Planning Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Larry A. Tummonds
CRD#: 6416857
Lakewood Ranch, FL
90
Wealthminder
score

Larry Tummonds (CRD# 6416857) is an Investment Advisor Representative working at Larry Allan Financial Planning Services LLC in Lakewood Ranch, FL and has 1 year of experience in the finance industry. Larry Tummonds 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.

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