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 Peregrine is a financial professional with over 30 years of experience in the financial services industry. Larry is a registered representative of Cambridge Investment Research Advisors, Inc., and offers a variety of financial services including financial planning, investment management, and insurance. Larry has a wide range of experience in helping individuals and families achieve their financial goals. Larry is committed to providing personalized service and guidance to his clients.
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
CA
02/06/2019 - Present
Cambridge Investment Research Advisors, Inc. (Garden Grove CA)
CA
09/14/2012 - 02/04/2019
AMERICAN INDEPENDENT SECURITIES GROUP, LLC (GARDEN GROVE CA)
CA
01/03/2011 - 09/17/2012
CAPITAL SYNERGY PARTNERS (GARDEN GROVE CA)
CA
01/13/2004 - 12/31/2010
FINANCIAL WEST GROUP (IRVINE CA)
NY
08/07/2000 - 01/06/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
08/14/1986 - 04/18/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 07/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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