Larry Wayne Dykes

ChFC

Advisor Share Wealth Management, LLC

20 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Share Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

34 advisors

Number of Clients

963 clients

Average Client Portfolio

$192K average

Assets Under Management

$185.2M

Fee Structure

Minimum Investment:$25K

Location

13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Advisor Share Wealth Management, LLC

July 2024 - Present · 1 yr 7 mos

Previous Registrations

Sequent Planning, LLC

December 2020 - July 2024 · 3 yrs 7 mos

Somerset Cpas, P.C.

September 2003 - December 2014 · 11 yrs 3 mos

Intersecurities, INC.

January 1999 - April 2008 · 9 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.