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 Jackson is a registered Investment Advisor Representative in Texas. He is currently employed with Quotient Wealth Partners, LLC in Irving, TX. Previously, he was employed with Goldman Sachs & Co. LLC in Irving, TX, Mercer Allied Company, L.P. in Irving, TX, Cetera Advisor Networks LLC in Irving, TX, Girard Securities, Inc. in Irving, TX, LPL Financial LLC in Irving, TX, National Planning Corporation in Forth Worth, TX, Butler Freeman Tally Financial Group, LLC in Southlake, TX, Merrill Lynch, Pierce, Fenner & Smith Incorporated in Arlington, TX and UBS Financial Services Inc. in Weehawken, NJ. Larry holds the Series 66, Series 7 and SIE licenses.
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.
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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TX
09/05/2023 - Present
Quotient Wealth Partners, LLC (IRVING TX)
TX
09/03/2020 - 10/19/2023
GOLDMAN SACHS & CO. LLC (Irving TX)
TX
09/03/2020 - 10/19/2023
MERCER ALLIED COMPANY, L.P. (IRVING TX)
TX
11/01/2017 - 09/01/2020
CETERA ADVISOR NETWORKS LLC (IRVING TX)
TX
10/21/2011 - 11/01/2017
GIRARD SECURITIES, INC. (IRVING TX)
TX
01/04/2011 - 11/07/2011
LPL FINANCIAL LLC (IRVING TX)
TX
06/12/2008 - 08/24/2009
NATIONAL PLANNING CORPORATION (FORTH WORTH TX)
TX
06/25/2007 - 12/31/2007
BUTLER FREEMAN TALLY FINANCIAL GROUP, LLC (SOUTHLAKE TX)
TX
09/22/2004 - 06/29/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ARLINGTON TX)
NJ
01/02/2003 - 10/01/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 01/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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