Five Star award winner Chris Larkin, APMA®, CRPC®, CLTC®

PROFESSIONAL PROFILE

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Chris Larkin, APMA^®, CRPC^®, CLTC^®

Financial Advisor, LPL Financial

Founder, GrandView Insurance & Financial Services LLC

444 Bedford Rd Ste 308

Pleasantville, NY 10570

Office: 914-533-4050

chris.larkin@gvifs.com
https://www.gvifs.com/

Professional Approach

Chris has been in the financial services business for over 20 years having worked for several large corporations before starting GrandView Insurance and Financial Services.

Chris started GrandView Insurance and Financial Services because of his passion for helping individuals and businesses in the area of retirement and insurance planning.

As an independent financial professional, I’ll take the time to learn about your needs, hopes and concerns, and develop a comprehensive strategy to help you pursue your goals. I offer access to a wide range of financial products and services and can help you build a diversified portfolio of investments.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

One of the benefits of working with him is his ability to provide clear, easily understood explanations of complex insurance and financial products and services. The personalized program that he can provide is a roadmap to working toward a more secure financial future.

He has his FINRA Series 7, 24, and 66 licenses though LPL Financial as well as his Life and Health license in CT, FL, MA, ME, NC, NJ, NY, OH, PA, and SC. Chris also holds his APMA® (Accredited Portfolio Management Advisor), CRPC® (Chartered Retirement Planning Counselor) and CLTC® (Certification in Long Term Care) designations.

APMA® and CRPC® conferred by College for Financial Planning.

See Accomplishments

This award was issued on 7/1/22 by Five Star Professional (FSP) for the time period 10/11/2021 through 04/8/2022. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 737 West Chester-area wealth managers were considered for the award; 87 (12% of candidates) were named 2022 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2021: 709, 88, 12%, 7/1/21, 9/14/20 - 4/23/21; 2020: 661, 93, 14%, 7/1/20, 10/14/19 - 4/24/20; 2019: 654, 115, 18%, 7/1/19, 10/9/18 - 5/3/19; 2018: 680, 85, 13%, 7/1/18, 10/23/17 - 5/10/18; 2017: 492, 98, 20%, 7/1/17, 10/21/16 - 5/8/17; 2016: 641, 149, 23%, 6/1/16, 12/7/15 - 5/11/16; 2015: 1333, 288, 22%, 7/1/15, 12/7/14 - 5/11/15; 2014: 3105, 283, 9%, 7/1/14, 12/7/13 - 5/11/14; 2013: 1992, 316, 16%, 7/1/13, 12/7/12 - 5/11/13; 2012: 1598, 300, 19%, 7/1/12, 12/7/11 - 5/11/12.

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Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this page may only discuss and/or transact business with residents of the following states: CT, FL, KY, NJ, NY, NC, OH, PA, and SC.

The Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021 -2022 Five Star Wealth Managers.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.