Unclaimed
Larry Claude Cannaday is a financial advisor with LPL Financial LLC, working in the Mt. Pleasant, TX area. Larry has over 29 years of experience in the financial services industry, and has been registered with LPL Financial since 1999. Larry has a broad range of experience with individuals, corporations, and institutions. Larry is a licensed investment advisor in Texas.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
12/02/1999 - Present
LPL Financial LLC (MT. PLEASANT TX)
TX
11/09/1999 - 11/19/1999
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
MA
01/01/1998 - 11/04/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NA
09/09/1993 - 01/01/1998
NATIONSSECURITIES
IA
Issued 09/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 09/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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