Unclaimed Profile

Larry Lee Kline

PENSION CONSULTING SERVICES INC·UNIONTOWN, Ohio

SIE, Series 7, Series 24, Series 63, Series 66Clean record14 years registeredPENSION 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 · 14 years registered

Brand Profile

Not yet started

Career History

GATEWAY WEALTH, INC.

Jul 2012 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · July 5, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PENSION CONSULTING SERVICES INC

CRD 106022 · SEC 801-40802

AUM

$68M

Regulatory assets under management

Employees

276 client accounts

Services offered by PENSION CONSULTING SERVICES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PENSION CONSULTING SERVICES INC →

Introduction

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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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