linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Larry Arlen Harvey

HFG Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Larry? Claim Your Profile

About Larry Arlen Harvey

Larry Harvey, Managing Member of HFG Wealth Management, LLC, is a financial professional with over 30 years of experience in the financial services industry. Larry has a strong background in investment management and financial planning, providing personalized financial advice and guidance to individuals, families, and businesses. Larry holds the Series 6, 63, 22, 26, and 65 licenses, as well as the Chartered Financial Consultant designation.

Firm Information

Larry Harvey is currently registered with HFG Wealth Management, LLC. HFG Wealth Management, LLC is an investment advisory firm located in THE WOODLANDS, TX. They provide financial planning and portfolio management services to high-net-worth individuals, corporations, individuals, charitable organizations, and pension and profit-sharing plans. They have 406,119,064 in regulatory assets under management, with 1,386 total accounts. The firm has 3 licensed agents, 7 investment adviser representatives, and 4 investment advisory functions.
HFG Wealth Management, LLC

1790 HUGHES LANDING, SUITE 575

THE WOODLANDS, TX 77380

$406.12M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Larry Harvey’s Registration & Firm History

TX

06/01/2010 - Present

HFG Wealth Management, LLC (THE WOODLANDS TX)

TX

06/24/1998 - 04/05/2011

FSC SECURITIES CORPORATION (THE WOODLANDS TX)

MN

07/16/1986 - 06/24/1998

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

Not sure if Larry Arlen Harvey is right for you?

Licenses & Designations

IA

Issued 05/29/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/11/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/19/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 09/01/1987

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 07/15/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Larry Arlen Harvey.
Not sure if Larry Arlen Harvey is right for you?