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Larry Bruce Gilkerson

CPS Financial & Insurance Services, Inc.

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About Larry Bruce Gilkerson

Larry Bruce Gilkerson is a financial advisor with CPS Financial & Insurance Services, Inc. Larry has been in the financial services industry since February 8, 1989. Larry is registered with the state of California. Prior to joining CPS Financial & Insurance Services, Inc., Larry worked at CETERA ADVISOR NETWORKS LLC, TOWER SQUARE SECURITIES, INC., LINCOLN FINANCIAL DISTRIBUTORS, INC., LINCOLN FINANCIAL ADVISORS CORPORATION and AETNA INVESTMENT SERVICES, INC.. Larry has passed the Series 63, Series 26 and SIE exams.

Firm Information

Larry Gilkerson is currently registered with CPS Financial & Insurance Services, Inc.. CPS Financial & Insurance Services, Inc. is a Corporation that was formed on April 1, 1996. The firm is registered with the Securities and Exchange Commission and in 36 states.

Not reported

Assets Under Management

Not reported

Total Clients

16

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.

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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Larry Gilkerson’s Registration & Firm History

CA

03/15/2018 - Present

CPS Financial & Insurance Services, Inc. (IRVINE CA)

CA

09/03/2013 - 03/20/2018

CETERA ADVISOR NETWORKS LLC (ORANGE CA)

CA

10/30/2001 - 09/03/2013

TOWER SQUARE SECURITIES, INC. (SANTA ANA CA)

PA

12/31/2000 - 09/07/2001

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

IN

02/15/1999 - 12/31/2000

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

CT

10/15/1993 - 01/12/1999

AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)

CT

11/16/1988 - 10/15/1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)

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Licenses & Designations

BC

Issued 07/18/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/25/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Larry Bruce Gilkerson.
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