Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry David Farish is a financial advisor with over 30 years of experience in the industry. Larry is registered with Avantax Advisory Services and holds the Series 7, Series 63, and Series 65 licenses. Larry provides a range of financial services, including investment advisory, financial planning, pension consulting, and educational seminars. Larry has worked with a variety of clients including high net worth individuals, corporations, and pension plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MS
08/17/2010 - Present
Avantax Advisory Services (BILOXI MS)
MS
01/13/2005 - 07/02/2010
HANCOCK INVESTMENT SERVICES, INC. (BILOXI MS)
TN
07/19/2001 - 12/10/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
LA
12/05/1992 - 08/17/2001
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
NY
10/25/1990 - 11/24/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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