Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Dean Queen is an Investment Advisor Representative who is registered with Cambridge Investment Research Advisors, Inc. Larry has been working in the financial industry since 1978. Larry has several previous employment positions, including with Woodbury Financial Services, Inc. and AXA Advisors, LLC. Larry is licensed to provide investment advice in 33 states and is also registered as an Investment Advisor Representative in 2 states. Larry is affiliated with two firms, Cambridge Investment Research Advisors, Inc. and Queen Bates & Associates, LLC. Larry specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
OH
01/05/2017 - Present
Cambridge Investment Research Advisors, Inc. (COLUMBUS OH)
OH
05/15/2006 - 10/25/2011
WOODBURY FINANCIAL SERVICES, INC. (COLUMBUS OH)
OH
06/01/2005 - 05/18/2006
AXA ADVISORS, LLC (COLUMBUS OH)
NY
05/01/1978 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
05/01/1978 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BC
Issued 11/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1990
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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