Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Alfred Chavez is a financial advisor with over 10 years of experience in the industry. Larry has a Series 6, Series 63, and Series 65 licenses and is registered with the state of California as both a broker-dealer and an investment advisor representative. Larry currently works for Creative Financial Designs, Inc., a firm with approximately $2.08 billion in regulatory assets under management. Larry's specialties include providing financial planning, portfolio management, and educational seminars to individuals and businesses. Larry's previous experience includes working at Next Financial Group, Inc. in Santa Clara, CA. Larry is also an independent insurance salesperson and owns a business, Christian Wealth Management, DBA.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
CA
03/28/2016 - Present
Creative Financial Designs, Inc. (Hollister CA)
CA
12/17/2014 - 07/24/2015
NEXT FINANCIAL GROUP, INC. (SANTA CLARA CA)
IA
Issued 03/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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