How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Larry

ADVISOR PROFILE

1. CPA, NO, 1724 Main St., Greenville, SC 29609, 1978, 10, .5, PREP OF TAX RETURNS TAX PLANNING CORP TAX PLANNING 2. GATEWAY WEALTH, INC., INDEPENDENT RIA, YES, 4277 Plover Ave., Stow, OH 44224, 1992, 80, 80, FINANCIAL PLANNING AND ASSET ALLOCATION. 3. INSURANCE, YES, 1724 Main St., Greenville, SC 29609, 1989, 1, 0, INSURANCE SERVICE AND PRIMARILY TERM ILLUSTRATIONS ON REQUEST. 4. LARRY KLINE POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1978 ADDRESS: 4277 Plover Ave, Stow OH 44224, United States DESCRIPTION: Prep of tax returns Tax planning Corp tax planning 5. LARRY KLINE POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1989 ADDRESS: 4277 Plover Ave, Stow OH 44224, United States DESCRIPTION: Insurance service and primarily term illustrations on request 6. GATEWAY WEALTH, INC. POSITION: President NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1992 ADDRESS: 4277 Plover Ave, Stow OH 44224, United States DESCRIPTION: Financial planning , Retirement planning, asset allocation, tax consulting

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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Larry Lee Kline

Experience: 36 years / 4 firms

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