Larry Allan Financial Planning Services LLC
Larry Allan Financial Planning Services LLC (CRD# 173720) is a financial advisory firm headquartered in , . They manage $8,529,730 in 33 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Larry Allan Financial Planning Services LLC
By the Numbers
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Total Assets Under Management9MILLION
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Total Number of Accounts33ACCOUNTS
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Average Account Value$258,477
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Larry Allan Financial Planning Services LLC
1
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.
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