Unclaimed
Lanny Rex Stout is a financial advisor with over 30 years of experience in the industry. Lanny has a diverse background, having worked with a number of firms including Sentra Securities Corporation, The Perkins Group, and Kavanaugh Securities, Inc. Lanny is currently registered with LPL Financial LLC, a large independent broker-dealer. Lanny specializes in providing a range of financial planning and investment advisory services to a variety of clients, including individuals, families, and businesses. Lanny's commitment to providing personalized service and helping clients achieve their financial goals is evident in the positive feedback he has received from his clients.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
03/03/2022 - Present
LPL Financial LLC (REDLANDS CA)
CA
06/09/2003 - 11/29/2017
NATIONAL PLANNING CORPORATION (REDLANDS CA)
AZ
06/24/1993 - 06/04/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NA
04/02/1991 - 06/11/1993
THE PERKINS GROUP
TX
11/08/1989 - 03/28/1991
KAVANAUGH SECURITIES, INC. (DALLAS TX)
NA
09/24/1985 - 11/15/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BOTH
Issued 04/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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