Unclaimed
Larry Alan Rodes is a financial advisor with over 40 years of experience in the industry. Larry is registered with Raymond James Financial Services Advisors, Inc. in BARBOURSVILE, WV. Larry also has a previous employment history with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in HUNTINGTON, WV. Larry is registered to provide investment advice in 15 states. Larry holds the SIE, Series 7, Series 63, and PC licenses. Larry specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
WV
03/29/2011 - Present
Raymond James Financial Services Advisors, Inc. (BARBOURSVILE WV)
WV
09/26/1978 - 03/29/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNTINGTON WV)
NA
05/02/1978 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
NA
07/01/1977 - 04/30/1978
VERCOE & COMPANY, INC.
BC
Issued 01/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1977
PC - AMEX Put and Call Exam
BC
Issued 06/18/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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