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Larry Bernard Smith

Coordinated Capital Securities, Inc.

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About Larry Bernard Smith

Larry Bernard Smith is an investment advisor representative with Coordinated Capital Securities, Inc.. Larry has been in the securities industry since 1974. He has a Series 63, 7TO, SIE, and Series 1 license. Larry is registered in Arizona, California and Colorado. Larry also offers insurance and tax services through Smith and Miller Financial Services.

Firm Information

Larry Smith is currently registered with Coordinated Capital Securities, Inc.. Coordinated Capital Securities, Inc. is a Wisconsin-based corporation that offers a variety of investment advisory services, including financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and other services. With a strong presence across the United States, the firm has been serving clients since 1982 and boasts a team of 41 registered representatives and 20 investment advisor representatives. They currently manage over $145 million in assets, primarily for high-net-worth individuals and other individuals.
Coordinated Capital Securities, Inc.

229 S MAIN STREET

FORT ATKINSON, WI 53538

$145.66M

Assets Under Management

Not reported

Total Clients

31

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Larry Smith’s Registration & Firm History

CA

09/09/2010 - Present

Coordinated Capital Securities, Inc. (SAN JUAN CAPISTRANO CA)

FL

09/21/1988 - 01/11/1996

INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)

NA

08/20/1985 - 10/01/1988

AMERICAN PACIFIC SECURITIES CORPORATION

NA

01/02/1982 - 08/20/1985

UNIVERSAL HERITAGE INVESTMENTS CORPORATION

NA

11/15/1976 - 12/21/1981

WESTAMERICA FINANCIAL CORPORATION

NA

09/19/1974 - 12/27/1976

PIEDMONT CAPITAL CORPORATION

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Licenses & Designations

BC

Issued 11/07/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/1974

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Larry Bernard Smith.
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