John M. Largent
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
John Marcus Largent, CFP® was a registered financial professional .
John is a previously registered financial professional and started their career in finance in 1988. John had worked at 7 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 24, 2020 - December 7, 2022
MTC WEALTH MANAGEMENT
March 22, 2006 - April 16, 2008
CUNA BROKERAGE SERVICES, INC.
July 20, 2005 - December 31, 2006
MEMBERS TRUST COMPANY
December 16, 2002 - April 7, 2004
MORGAN STANLEY DW INC.
December 16, 2002 - April 7, 2004
MORGAN STANLEY DW INC.
January 18, 2000 - January 31, 2002
STEPHENS
July 26, 1996 - January 20, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 26, 1990 - July 25, 1996
MORGAN STANLEY DW INC.
January 31, 1990 - April 23, 1990
LEHMAN BROTHERS INC.
April 27, 1988 - February 7, 1990
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
MTC WEALTH MANAGEMENT
CRD#: 305308 / SEC#: 801-117300
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MTC WEALTH MANAGEMENT
CRD#: 305308 / SEC#: 801-117300
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 329,006,989 |
Red Flags
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