John
Larkin

Stifel, Nicolaus & Company, Inc

CRD#1692252
Investment Advisor
in Dallas, TX
Are you John Larkin? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Larkin is a chartered financial analyst based out of Dallas, Texas, who has been in the advisory business for 13 years. Larkin works at Stifel, Nicolaus & Company, Inc. They have spent the entirety of their career at Stifel, Nicolaus & Company, Inc. Larkin holds a Series 63 license, certifying them as a securities representative, and can work in Texas. Stifel, Nicolaus & Company, Inc is a registered investment company operating in Dallas, Texas. The investment advisory business has offices in 362 locations and a total of 5,570 people on staff. It handles $72 billion in total assets across its 188,394 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 852 charities and foundations. Of its 188,394 customer accounts, 24% are associated with high-net-worth investors who have more than $1 million in investable assets. Stifel, Nicolaus & Company, Inc has a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically depend on which services are offered. Fee types charged by Stifel, Nicolaus & Company, Inc can consist of any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

13 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

5956 Sherry Lane, Suite 875
Dallas, TX 75225

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$71,482,841,447

TX Average: $11,469,110,461
Total Number of Employees

5,570

TX Average: 458
Total Number of Accounts

188,394

TX Average: 33,415
Average Account Size

$379,433

TX Average: $343,232

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

John Larkin Work History

John has 13 years of experience.

2005 - Present (14 years)

Stifel, Nicolaus & Company, Inc

Disclosures

John Larkin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started