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
-
Total Assets Under Management9MILLION
-
Total Number of Accounts33ACCOUNTS
-
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
![](/img/ws/firm-ria-sec-logo.png)
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.