Invested Better
Unclaimed

Unclaimed

Unclaimed

Larry Brad Griffin

Vanguard Advisers, Inc.

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 Brad Griffin

Larry Brad Griffin is a financial advisor who has been in the industry for over 30 years. Larry is currently registered with Vanguard Advisers, Inc. in Pennsylvania and Texas. Larry has previously worked for several other firms including VALIC FINANCIAL ADVISORS, INC., LPL FINANCIAL LLC, ARVEST WEALTH MANAGEMENT, and BOSC, INC. Larry is also a Series 7, 24, 63, and 65 licensed individual. Larry specializes in working with high-net-worth individuals, corporations, and charitable organizations. Larry's primary focus is providing investment advice and portfolio management services.

Firm Information

Larry Griffin is currently registered with Vanguard Advisers, Inc.. Vanguard Advisers, Inc. is a registered investment advisor headquartered in Malvern, Pennsylvania. With a focus on portfolio management for individuals, businesses, and pooled investment vehicles, the firm offers comprehensive financial planning services and specializes in selecting other advisors. Vanguard Advisers manages over $333 billion in assets for clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has a strong online presence, with active profiles on LinkedIn, Facebook, Instagram, YouTube, Reddit, and Twitter.
Vanguard Advisers, Inc.

100 VANGUARD BLVD

MALVERN, PA 19355

$333.07B

Assets Under Management

151,862

Total Clients

2,326

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

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

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

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 Griffin’s Registration & Firm History

PA

12/08/2021 - Present

Vanguard Advisers, Inc. (Malvern PA)

TX

10/26/2020 - 11/24/2021

VALIC FINANCIAL ADVISORS, INC. (PLANO TX)

TX

12/18/2017 - 09/15/2020

LPL FINANCIAL LLC (AMARILLO TX)

OK

09/22/2014 - 09/06/2017

ARVEST WEALTH MANAGEMENT (TULSA OK)

OK

01/25/1999 - 09/19/2014

BOSC, INC. (TULSA OK)

MA

01/01/1998 - 12/11/1998

NATIONSBANC INVESTMENTS, INC. (BOSTON MA)

NA

08/13/1997 - 01/01/1998

NATIONSSECURITIES

MO

08/15/1995 - 08/13/1997

BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)

AR

01/18/1991 - 12/19/1994

WORTHEN INVESTMENTS, INC. (LITTLE ROCK AR)

MO

10/19/1988 - 01/18/1991

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NA

09/24/1987 - 07/30/1988

EDWARD D. JONES & CO., L.P.

Not sure if Larry Brad Griffin is right for you?

Licenses & Designations

IA

Issued 05/13/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/02/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Larry Brad Griffin.
Not sure if Larry Brad Griffin is right for you?