Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Milton has been a financial advisor since 1988, and has extensive experience in the industry, having worked at a number of leading firms. Currently, Larry is a registered representative of Truist Advisory Services, Inc., and holds Series 7 and 63 licenses as well as the Series 65 license. Larry has been with Truist Advisory Services, Inc. since 2021. Larry’s primary area of focus is providing investment advice and financial planning services to individual clients. Larry is committed to helping clients achieve their financial goals, and has a deep understanding of the markets and investment strategies that can help them succeed.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
TX
03/02/2021 - Present
Truist Advisory Services, Inc. (FORT WORTH TX)
VA
05/04/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TX
10/22/2010 - 05/07/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
02/14/2003 - 10/25/2010
RAYMOND JAMES & ASSOCIATES, INC. (FORT WORTH TX)
NJ
08/14/2000 - 02/26/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
05/06/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NA
08/31/1990 - 05/07/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NY
08/14/1990 - 05/07/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/11/1988 - 08/30/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/20/1988 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 09/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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