Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Dale Ellis is an investment advisor representative currently registered with Cetera Investment Advisers LLC. Larry has been in the financial industry since May 2013 and has been registered with Cetera Investment Advisers LLC since April 2021. Prior to joining Cetera Investment Advisers LLC, Larry was employed by LPL Financial LLC from August 2016 to May 2021, Arvest Wealth Management from July 2015 to August 2016, and BancWest Investment Services, Inc. from July 2014 to July 2015. Larry has a Series 66 license, a Series 7 license and a SIE license. Larry is registered with the state of Alabama, Kansas, Oklahoma, and Texas. Larry specializes in portfolio management for individuals and businesses, financial planning, educational seminars, and selection of other advisers. Larry is an active member of the financial industry and has a strong commitment to helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
OK
04/27/2023 - Present
Cetera Investment Advisers LLC (EDMOND OK)
OK
08/16/2016 - 05/24/2021
LPL FINANCIAL LLC (OKLAHOMA CITY OK)
OK
07/13/2015 - 08/25/2016
ARVEST WEALTH MANAGEMENT (DEL CITY OK)
OK
07/31/2014 - 07/20/2015
BANCWEST INVESTMENT SERVICES, INC. (ARDMORE OK)
OK
05/09/2013 - 07/30/2014
EDWARD JONES (PIEDMONT OK)
BOTH
Issued 05/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Larry Ellis is the right advisor for you? Invested Better is here to help.
