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
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • 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
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

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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