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Larry Richard Zapp

Lincoln Douglas Investments, LLC

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About Larry Richard Zapp

Larry Richard Zapp is a financial advisor registered with Lincoln Douglas Investments, LLC and has been in the industry since 1974. Larry has held the Series 7TO, Series 1 and SIE licenses, and has previously worked with firms including SA Stone Wealth Management Inc., WRP Investments, Inc., Price, Allen & Stevens Securities Corp., and Security Counselors Inc. Larry is a Certified Financial Planner and has a vast amount of experience in the financial industry. Larry is currently registered with Lincoln Douglas Investments, LLC in Ohio, Colorado, Florida, Maryland, and provides financial planning and portfolio management services to individuals.

Firm Information

Larry Zapp is currently registered with Lincoln Douglas Investments, LLC. Lincoln Douglas Investments, LLC is a Limited Liability Company formed in 2010. The firm provides financial planning and portfolio management services for individuals. They are registered in 42 states and the SEC and manage approximately $42,533,025 in assets for 124 clients.

$42.53M

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Larry Zapp’s Registration & Firm History

OH

05/13/2019 - Present

Lincoln Douglas Investments, LLC (Gahanna OH)

OH

09/12/2014 - 05/21/2019

SA STONE WEALTH MANAGEMENT INC. (GAHANNA OH)

OH

08/10/1977 - 09/12/2014

WRP INVESTMENTS, INC. (GAHANNA OH)

NA

06/03/1976 - 09/26/1977

PRICE, ALLEN & STEVENS SECURITIES CORP

NA

06/11/1974 - 06/10/1976

SECURITY COUNSELORS INC.

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Licenses & Designations

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/1974

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Larry Richard Zapp.
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