Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Daniel Smith is a financial advisor at Raymond James Financial Services Advisors, Inc. Larry has been in the financial industry for over 30 years. Larry has a strong background in providing financial advice to individuals and businesses. Larry is a registered representative and investment advisor in several states. Larry is committed 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
01/18/2022 - Present
Raymond James Financial Services Advisors, Inc. (Columbus GA)
GA
01/04/2013 - 01/17/2022
AMERIPRISE FINANCIAL SERVICES, LLC (ATLANTA GA)
GA
08/01/2008 - 01/07/2013
WELLS FARGO ADVISORS, LLC (COLUMBUS GA)
GA
01/01/1998 - 08/04/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (LAGRANGE GA)
NA
01/31/1997 - 01/01/1998
NATIONSSECURITIES
MI
08/11/1993 - 10/16/1996
INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)
NA
12/13/1990 - 07/14/1993
FIDELITY EQUITY SERVICES CORPORATION
NY
05/23/1990 - 12/11/1990
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 11/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1993
Series 7 - General Securities Representative Examination
BC
Issued 05/17/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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