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Larkin Stockdale Walsh

Creative Planning Institutional Advisors, LLC

Atlanta, GA

CRD 2520194

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Employer firm

Creative Planning Institutional Advisors, LLC CRD 126777

$37.5B regulatory AUM 1,732 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Creative Planning Institutional Advisors, Llc

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-11-12
  • GA RA
    APPROVED
    Since 2020-11-12

Branch Locations

5 Concourse Pkwy. Suite 1800, Atlanta, GA 30075 • 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
Suntrust Bank Atlanta GA 01/2015 11/2018
Creative Planning Institutional Advisors, Llc Newport Beach CA 11/2018 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-28
S63 Uniform Securities Agent State Law Examination 1994-10-10
  • S65 Uniform Investment Adviser Law Examination
    2020-10-28
  • S63 Uniform Securities Agent State Law Examination
    1994-10-10
Other Names
  • Larkin Anne Stockdale
  • Larkin Stockdale Hays

View on SEC IAPD

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Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

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