Larry
Dykes
Sequent Planning, LLC
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About this Advisor
Larry Dykes is a financial advisor based in Indianapolis, Indiana, working with Sequent Planning, LLC. Larry has previously held positions at General American Life Ins Co, Hr Cloud LLC Dba Skyview Partners, and Sequent Planning, LLC. Larry has passed the Series 63 regulatory exam and is registered to provide services in Illinois and Indiana. Currently, Larry is part of Sequent Planning, LLC, which operates out of Indianapolis, Indiana. The firm has 32 offices and 80 employees. The firm manages assets totaling $373.4 million and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Sequent Planning, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sequent Planning, LLC Brokerage Details
$373,438,734
80
4,279
$87,272
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Larry Dykes Work History
Sequent Planning, LLC
Hr Cloud LLC Dba Skyview Partners
General American Life Ins Co
Disclosures
Please visit the SEC profile of Larry Dykes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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