I have been a little preoccupied recently, because I have been studying for my Series 65 Uniform Investment Advisor Law Examination. Today, I passed the examination. It allows me to register as an Investment Advisor in the State of California, and to provide certain Financial Planning services that I could not previously provide.
Stay tuned; there will be more later.
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-Seneca (4 BC-65 AD)
I am a California attorney, with a Southern California office located in the San Gabriel Valley. I also write extensively on estate and financial planning topics. For a more complete profile, visit my law office website. My profile is here. The main page for the Law Offices of Larry D. Stratton is here.
My practice areas include:
• Estate Planning;
• Elder law;
• Appellate law.
Here is my contact information:
The Law Offices of Larry D. Stratton
225 South Lake Avenue
Suite 300
Pasadena, California 91101
Voice: (626) 447-1446
Fax: (626) 447-1446
E-Mail: Larry@StrattonPlanning.com
This blog is devoted to financial and estate planning issues. It also addresses as its focus the relationship between professional advisors and their clients.
I am also a proud member of the Financial Planning Association.
Admitted in:
United States Supreme Court
U.S. Ninth Circuit Court of Appeals
U.S. District Court (California Courts)
U.S. Tax Court
California
Nothing in this website should be considered providing specific legal advice; rather, this website is for general informational purposes only.
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Our plans miscarry because they have no aim.
-Seneca (4 BC-65 AD)
I am a California attorney, with a Southern California office located in the San Gabriel Valley. I also write extensively on estate and financial planning topics. For a more complete profile, visit my law office website. My profile is here. The main page for the Law Offices of Larry D. Stratton is here.
My practice areas include:
• Estate Planning;
• Elder law;
• Appellate law.
Here is my contact information:
The Law Offices of Larry D. Stratton
225 South Lake Avenue
Suite 300
Pasadena, California 91101
Voice: (626) 447-1446
Fax: (626) 447-1446
E-Mail: Larry@StrattonPlanning.com
This blog is devoted to financial and estate planning issues. It also addresses as its focus the relationship between professional advisors and their clients.
I am also a proud member of the Financial Planning Association.
Admitted in:
United States Supreme Court
U.S. Ninth Circuit Court of Appeals
U.S. District Court (California Courts)
U.S. Tax Court
California
Nothing in this website should be considered providing specific legal advice; rather, this website is for general informational purposes only.
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