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HL

Harry R. Lankenau

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CRD#: 835678
HL

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.

Harry Robert Lankenau was a registered financial advisor .

Harry is a previously registered financial advisor and started their career in finance in 1982. Harry had worked at 4 firms and has passed the Series 63, Series 65, Series 82TO, SIE, PC, Series 7, Series 24, Series 8 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

March 4, 2019 - December 9, 2019

CHARLES TOWNE SECURITIES, LLC

BD
CRD#: 172278
CHARLESTON, SC
Past

January 15, 1998 - November 19, 2003

CAPRIN ASSET MANAGEMENT, LLC

RIA
CRD#: 106657
RICHMOND, VA
Past

July 1, 1993 - January 5, 1998

SCOTT & STRINGFELLOW, LLC

BD
CRD#: 6255
RICHMOND, VA
Past

October 20, 1982 - May 17, 1993

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC

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
RR
Series 63
Date: 12/1/2018
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/16/1997
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 3/1/2019
Limited Representative-Private Securities Offerings
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 8/1/1977
AMEX Put and Call Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/20/1993
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 11/10/1986
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam

Current Firm


CT
CHARLES TOWNE SECURITIES, LLC
ALCHEMY SECURITIES, LLC | CHARLES TOWNE SECURITIES, LLC

CRD#: 172278 / SEC#: , 8-69505

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
123 Island Park Drive, Charleston, SC 29492
Mailing Address
123 Island Park Drive, Charleston, SC 29492
Phone number
(704) 516-1836
Established
Delaware since 06/06/2014
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
CTH-ADVISORSSHAREHOLDER
EBERT, PAUL FRANCISFINANCIAL AND OPERATIONS PRINCIPAL/CFO1121231
SANDERSON, MICHAEL OTTOCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER410294

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


CHARLES TOWNE SECURITIES, LLC

CRD#: 172278

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