Lance Larkin, CWS®, ChFC®

VP - Financial Consultant

+1 352-461-5036

Financial credentials

  • Certified Wealth Strategist®
  • Chartered Financial Consultant®
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2017-present
  • Financial Advisor, Ameriprise Financial, 2015-2017
  • Financial Advisor, J.L. Davis Financial, 2014-2015
  • The Larkin Group, Principal, 2005-2016

Education

  • B.S. Business / Economics - Univ of KS

Personal interests and affiliations

  • Boy Scouts of America - Eagle Scout
  • Habitat for Humanity
  • Food Bank of the Rockies

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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