Broker Check

Meet Charles Larkam

Charles N. Larkam II, ChFC, CLU

512-794-2307

Charles.Larkam@equitable.com

Charles Larkam is a native of Austin, Texas. He is a graduate of Whittier College (Whittier, CA) and has spent over 35 years in the financial services industry with the same firm - Equitable Advisors. Charles' practice serves public and private sector companies as well as individuals and families. Client services include estate and business strategies, retirement and executive benefit strategies, financial strategies, insurance and investment strategies. Charles demonstrates consistency in leadership to his community as well as to his practice. Charles' accomplishments include:

  • Financial Advisor with Equitable Advisors (over 35 years)
  • Chartered Financial Consultant (ChFC) professional designation through the American College
  • Chartered Life Underwriter (CLU) professional designation through the American College
  • Qualified Plan Specialist of Equitable Advisors
  • Member, Financial Security Professionals Association (FINSECA)
  • Past President, General Agents and Managers Association (Austin Chapter)
  • Graduate, Agency Managers Training Council, Washington, D.C.
  • Graduate, Life Underwriters Training Council, Washington, D.C.
  • Investment Company Products/Variable Contracts Principal (FINRA series 26 registration)
  • Holds Financial Industry Regulatory Authority, Inc. registrations (6, 7, 26, 63, 65)
  • Graduate, Leadership Austin
  • Past President, Austin Jaycees
  • Former Speaker/Trainer, United States Jaycees
  • Graduate of Whittier College, Whittier, CA
  • Native of Austin
  • Married with three children

Lisa Almon

Assistant

512-794-2330

512-795-8930

lisa.almon@equitable.com

Lisa Almon began working in financial services in 1996 and has worked with Charles Larkam since 2000.  She holds degrees in Business Communications and Spanish Literature from the University of Kansas.  She also served as a Peace Corps volunteer in Honduras for two years.  In her free time, Lisa assists with the music at her church and is involved with Hispanic ministries in the Presbyterian church.