linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Larry Dale Worden

Vanderbilt Advisory Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Larry? Claim Your Profile

About Larry Dale Worden

Larry Worden is a financial advisor registered with Vanderbilt Advisory Services. Larry is also registered as an Investment Advisor Representative in Arkansas and Texas. Larry has been in the industry for over 18 years. He has passed the Series 7, Series 66 and SIE exams. Larry has previous experience with several other firms including Vanderbilt Securities, LLC, Securities Management & Research, Inc. and 1st Global Capital Corp.

Firm Information

Larry Worden is currently registered with Vanderbilt Advisory Services. Vanderbilt Advisory Services is an investment advisory firm headquartered in Woodbury, New York. They provide financial planning, portfolio management for individuals and businesses, and have over $1 billion to $10 billion in assets under management. They serve a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
Vanderbilt Advisory Services

125 FROEHLICH FARM BLVD.

WOODBURY, NY 11797

$1.62B

Assets Under Management

64

Total Clients

123

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Larry Worden’s Registration & Firm History

AR

08/05/2020 - Present

Vanderbilt Advisory Services (ROGERS AR)

AR

12/09/2016 - 12/31/2022

VANDERBILT SECURITIES, LLC (Rogers AR)

AR

09/11/2014 - 12/09/2016

SECURITIES MANAGEMENT & RESEARCH, INC. (Rogers AR)

AR

07/03/2008 - 09/19/2014

H.D. VEST INVESTMENT SERVICES (ROGERS AR)

AR

12/02/2004 - 07/07/2008

1ST GLOBAL CAPITAL CORP. (ROGERS AR)

Not sure if Larry Dale Worden is right for you?

Licenses & Designations

BOTH

Issued 11/29/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Larry Dale Worden.
Not sure if Larry Dale Worden is right for you?