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Larry Lee Kline

PENSION CONSULTING SERVICES INC·UNIONTOWN, Ohio
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1531 BOETTLER ROAD, UNIONTOWN, OH 44685CRD# 1736272Firm CRD# 106022
01

About

Larry Lee Kline is a registered financial advisor based in UNIONTOWN, Ohio, affiliated with PENSION CONSULTING SERVICES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PENSION CONSULTING SERVICES INC
PENSION CONSULTING SERVICES INC
AUM
$68M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PENSION CONSULTING SERVICES INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1736272
Firm CRD# 106022
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Larry Lee Kline offer?
Larry Lee Kline specializes in Financial Planning, Investment Management. Contact their office in UNIONTOWN, Ohio for a consultation.
What are Larry Lee Kline's credentials?
Larry Lee Kline is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Larry Lee Kline located?
Larry Lee Kline is based in UNIONTOWN, Ohio, working with PENSION CONSULTING SERVICES INC. Their office serves clients in the UNIONTOWN metropolitan area and surrounding communities.
How does Larry Lee Kline charge for services?
Larry Lee Kline's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PENSION CONSULTING SERVICES INC?
PENSION CONSULTING SERVICES INC has approximately 1 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
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Research
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