Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Mattingly Larkin is a financial advisor registered with Charles Schwab & CO., Inc.. Lance has been in the securities industry for over 9 years. Lance works in The Villages, Florida, and has been registered with Charles Schwab & CO., Inc. since July 2017. Lance is also registered with Ameriprise Financial Services, Inc. and Cetera Advisors LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
01/02/2019 - Present
Charles Schwab & CO., Inc. (The Villages FL)
FL
07/11/2023 - 05/19/2024
TD AMERITRADE, INC. (The Villages FL)
CO
12/03/2015 - 06/26/2017
AMERIPRISE FINANCIAL SERVICES, INC. (DENVER CO)
CO
09/04/2014 - 12/10/2015
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 12/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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