Adviser and broker representative · Lincoln Investment
Larry F. Sokolow
CRD 430195 · Tallahassee, FL
At a glance
Larry F. Sokolow is an investment adviser representative with Lincoln Investment in Tallahassee, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Larry’s SEC record dates to 2015, about 11 years ago. Larry is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firms
- Lincoln InvestmentSince March 2016Tallahassee, FL · $22B in regulatory assets
- Capital AnalystsSince March 2016Tallahasee, FL · $8.8B in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Chartered Financial Consultant
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Larry’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.