Unclaimed Profile

Larry Lee Kline

PENSION CONSULTING SERVICES INC·UNIONTOWN, Ohio

Clean recordPENSION CONSULTING SERVICES INC

1531 BOETTLER ROAD, UNIONTOWN, OH 44685CRD# 1736272Firm CRD# 106022

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Larry Lee Kline · UNIONTOWN, OH

Registration

CRD #1736272 · PENSION CONSULTING SERVICES INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PENSION CONSULTING SERVICES INC

AUM

$68M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PENSION CONSULTING SERVICES INC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1736272

Firm CRD# 106022

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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