Unclaimed
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
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.
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
Active
Inactive
F
FINRA
Not sure Larry Griffin is the right advisor for you? Invested Better is here to help.