Best Investors Account Sign in
Inactive

Larry Allan Tummonds

Larry Allan Financial Planning Services LLC

Lakewood Ranch, FL

CRD 6416857

Claim This Profile
Employer firm

Larry Allan Financial Planning Services LLC CRD 173720

$21.2M regulatory AUM 16 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Larry Allan Financial Planning Services Llc

Lakewood Ranch, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-24
  • FL RA
    APPROVED
    Since 2025-11-24

Branch Locations

Lakewood Ranch, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Larry Allan Financial Planning Services, Llc Lakewood Ranch FL 07/2015 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Lakewood Ranch, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor