LW
CFP
LW
CFP

Larkin Wobbe

12 Years of Experience
Cornelius, NC
Broker

Larkin Wobbe is a CFP-designated registered investment advisor, based in Cornelius, NC, with 12 years of industry experience.

Location

7632 Norman Island Dr, Cornelius, NC, 28031

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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.

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Other Business Activities

Larkin is an associate financial advisor for Williamson Wealth Group, servicing current clients and bringing on new clients. This takes about half of Larkin's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2022 - Present · 4 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2014 - February 2022 · 7 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
December 2014 - February 2022 · 7 yrs 2 mos
AXA Advisors, LLC
March 2014 - August 2014 · 5 mos
AXA Advisors, LLCBroker
November 2013 - August 2014 · 9 mos
State Registrations32 states
ALAZCACOCTDCFLGAILINLAMAMDMIMNMOMSMTNCNJNMNYOHORPASCTNTXVAVTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Larkin Wobbe - Financial Advisor | TrueAdvisor