Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Goad is a financial advisor who has been in the industry since 1977. He is currently registered with Stifel, Nicolaus & Company, Inc. in Tulsa, Oklahoma and has previous experience with Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., and Smith Barney, Harris Upham & Co., Incorporated. Larry Goad is a Series 7 and Series 63 licensed professional. Larry Goad provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
1
2
OK
07/30/2019 - Present
Stifel, Nicolaus & Company, Inc. (TULSA OK)
OK
01/01/2008 - 04/29/2009
WACHOVIA SECURITIES, LLC (TULSA OK)
OK
01/04/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TULSA OK)
NY
12/05/1977 - 01/06/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BC
Issued 08/26/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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