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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Lawrence Larr is a registered Investment Advisor Representative with Cerity Partners LLC. Gerald has been in the industry for over 30 years and has experience with Deutsche Bank Securities Inc. and Scudder Investor Services, Inc. Gerald's professional experience includes working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, individuals other than high-net-worth, and state or municipal government entities. Gerald specializes in financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Gerald's clients include individuals, families, trusts, and businesses. Cerity Partners LLC is an investment advisor firm that provides a variety of financial services, including wealth management, investment management, financial planning, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
07/17/2012 - Present
Cerity Partners LLC (COSTA MESA CA)
CA
10/21/2003 - 05/22/2012
DEUTSCHE BANK SECURITIES INC. (COSTA MESA CA)
NY
10/30/1998 - 10/21/2003
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
NY
09/30/1993 - 08/09/1994
C.J. LAWRENCE/DEUTSCHE BANK SECURITIES CORPORATION (NEW YORK NY)
NY
11/18/1991 - 09/30/1993
DEUTSCHE BANK CAPITAL CORPORATION (NEW YORK NY)
NY
06/11/1990 - 11/12/1991
GLICKENHAUS & CO. (NEW YORK NY)
NY
07/23/1986 - 04/26/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
BC
Issued 11/04/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/19/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1993
Series 4 - Registered Options Principal Examination
BC
Issued 04/09/2001
Series 3 - National Commodity Futures Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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