Unclaimed
Larry Chadwick is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Larry has been in the financial industry since 1987. Larry has a series 6 and Series 63 license. Larry is registered in Arizona, Colorado, Connecticut, Florida, Kansas, Nebraska, Nevada, Oklahoma, and Texas. Larry's previous experience includes roles with New England Securities, Mutual Benefit Financial Service Company, and Ameritas Investment Corp. Larry specializes in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for individuals and businesses.
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.
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.
Solicitation fees from 3rd party money managers
1
2
KS
12/09/2020 - Present
Cambridge Investment Research Advisors, Inc. (Whichita KS)
KS
09/27/1988 - 07/17/2014
NEW ENGLAND SECURITIES (WICHITA KS)
NA
03/25/1988 - 10/03/1988
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
04/07/1987 - 03/19/1988
AMERITAS INVESTMENT CORP.
IA
Issued 03/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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