Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Alderson is a financial professional with over 25 years of experience in the financial services industry. Larry is currently a Registered Investment Advisor Representative with Stone House Investment Management, LLC. Larry has held prior positions with LPL Financial LLC, Cetera Investment Services LLC, UVEST Financial Services Group, Inc., Hackett Associates, Inc., and Tower Square Securities, Inc. Larry is a Certified Financial Planner, and has passed the Series 6, 7, and SIE exams. Larry provides financial planning, portfolio management, and investment advisory services to individuals and corporations. Larry also conducts educational seminars. Larry has a deep understanding of the financial markets and a commitment to providing clients with personalized investment advice. Larry is a member of the Investment Committee for the Community Foundation for the Twin Tiers.
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.
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.
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PA
09/20/2023 - Present
Stone House Investment Management, LLC (TUNKHANNOCK PA)
PA
03/01/2023 - 10/02/2023
LPL FINANCIAL LLC (SAYRE PA)
PA
10/04/2011 - 03/01/2023
CETERA INVESTMENT SERVICES LLC (SAYRE PA)
PA
10/31/2002 - 10/07/2011
UVEST FINANCIAL SERVICES GROUP, INC. (SAYRE PA)
PA
07/11/2000 - 11/01/2002
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
CA
08/06/1997 - 12/31/1999
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 08/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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