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Larry Dale Kinner

BRISTLECONE ADVISORS LLC·BELLEVUE, Washington
Clean record11 years registeredBRISTLECONE ADVISORS LLC
10900 NE 4TH STREET, SUITE 2260, BELLEVUE, WA 98004CRD# 6463253Firm CRD# 109227

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Larry Dale Kinner · BELLEVUE, WA
Registration
CRD #6463253 · BRISTLECONE ADVISORS LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: BRISTLECONE ADVISORS LLC
Mar 2015Nov 2021
BELLEVUE, WA
02

Registrations & Exams

Registration record
First registered · March 20, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BRISTLECONE ADVISORS LLC
CRD 109227 · SEC 801-56359
AUM
$1.9B
Regulatory assets under management
Employees
19
1,210 client accounts
Services offered by BRISTLECONE ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Larry Dale Kinner offer?
Larry Dale Kinner specializes in Financial Planning, Investment Management, Wealth Management.
What are Larry Dale Kinner's credentials?
Larry Dale Kinner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Larry Dale Kinner located?
Larry Dale Kinner is based in BELLEVUE, Washington, last registered with BRISTLECONE ADVISORS LLC.
How does Larry Dale Kinner charge for services?
Larry Dale Kinner'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 BRISTLECONE ADVISORS LLC?
BRISTLECONE ADVISORS LLC has approximately 19 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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