AUMdb
L&

Larkins & Associates Financial Services, Llc

State-registered Insurance-Affiliated · Boutique (under $100M) CRD 126997 · Augusta, GA
☆ Save with Pro ADV data as of Mar 30, 2011
Regulatory AUM
$960K
Discretionary
$0
Clients
Avg AUM / client
Accounts
74
Employees

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Sylvester Larkins Registered representative Jan 2006 (21y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/30/2011 528 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Hourly charges
  • Fixed fees
  • Commissions

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2011.

View current Form ADV (SEC/IAPD) ↗