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Lawrence A. Kades

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CRD#: 262933
LK

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.

Lawrence Alan Kades, who also goes by Larry Kades, was a registered financial professional .

Lawrence is a previously registered financial professional and started their career in finance in 1974. Lawrence had worked at 11 firms and has passed the Series 65, Series 63, Series 1 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Larry Kades

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 16, 2001 - December 31, 2004

PAN-AMERICAN FINANCIAL ADVISERS

BD
CRD#: 15578
NEW ORLEANS, LA
Past

May 6, 1996 - March 15, 2001

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

October 15, 1993 - September 7, 1999

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

January 7, 1993 - December 16, 2001

AMERICAN CAPITAL CORPORATION

BD
CRD#: 16124
VALLEY FORGE, PA
Past

May 3, 1991 - May 20, 2015

KADES FINANCIAL INC

RIA
CRD#: 111131
LAFAYETTE HILL, PA
Past

January 3, 1989 - April 18, 1996

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

July 16, 1987 - January 3, 1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

BD
CRD#: 10293
Past

June 13, 1985 - October 15, 1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256
HARTFORD, CT
Past

May 22, 1985 - October 22, 1987

MARKET PLANNERS, INC.

BD
CRD#: 16020
Past

November 17, 1983 - December 31, 1992

PEB FINANCIAL GROUP, INC.

BD
CRD#: 7708
CHICAGO, IL
Past

May 2, 1978 - October 14, 1988

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
Past

August 26, 1976 - May 13, 1981

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
Past

October 9, 1974 - July 17, 1989

ILG SECURITIES CORPORATION

BD
CRD#: 422
KANSAS CITY, MO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/14/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 1
Date: 9/30/1974
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


PF
PAN-AMERICAN FINANCIAL ADVISERS
PAN-AMERICAN FINANCIAL ADVISERS | PAN-AMERICAN FINANCIAL SERVICES, INC.

CRD#: 15578 / SEC#: , 8-32639

BD
Terminated by SEC on 01/01/2007
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Contact information


Main Address
Mailing Address
Phone number
Established
Louisiana since 07/31/1984
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PAN-AMERICAN LIFE INSURANCE COMPANYSHAREHOLDER
LAGRONE, DANIEL EVERETTGENERAL COUNSEL, SECRETARY OF CORPORATION, CHIEF COMPLIANCE OFFICER2789525
LEGNON, JR., EDWIN KFINOP, TREASUER, DIRECTOR4092877
MCGUNAGLE, GEORGE FRANCISCHAIRMAN OF THE BOARD3233721
SCHORR, RACHAEL DELLACCIOPRESIDENT, CROP, SROP, DIRECTOR2128016

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PAN-AMERICAN FINANCIAL ADVISERS

CRD#: 15578

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