Unclaimed
Larry Gill is a financial advisor with over 30 years of experience in the industry. Larry is currently registered with Sowell Management, based in Shawnee, Oklahoma, and has held previous registrations with several other firms, including Cambridge Investment Research, Inc., Centaurus Financial, Inc., and M.S. Howell & Co. Larry holds multiple industry certifications, including the Series 6, 62, 63, 65, and SIE exams. Larry's focus is on providing financial planning and portfolio management services to individuals, families, and businesses. Larry is also a licensed insurance agent, offering a range of insurance products and services.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
OK
01/01/2025 - Present
Sowell Management (Shawnee OK)
OK
11/02/2018 - 11/05/2019
M. S. HOWELLS & CO. (SHAWNEE OK)
OK
12/19/2011 - 11/06/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (SHAWNEE OK)
OK
10/17/2002 - 12/20/2011
CENTAURUS FINANCIAL, INC. (SHAWNEE OK)
IA
05/31/2001 - 10/22/2002
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
IA
08/26/1996 - 06/04/2001
ENERIC FINANCIAL SERVICES, INC. (FAIRFIELD IA)
NA
05/30/1996 - 09/05/1996
PATTERSON ICENOGLE, INC.
NY
02/28/1994 - 02/09/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
04/19/1985 - 05/20/1986
METRO SECURITIES, INC.
NA
03/08/1977 - 07/15/1985
CNA INVESTOR SERVICES, INC.
NA
10/14/1975 - 03/08/1977
CNA INVESTOR SERVICES, INC.
NA
08/05/1971 - 10/10/1975
CG EQUITY SALES COMPANY
IA
Issued 04/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2016
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/02/1971
Series 1 - Registered Representative Examination
Active
Inactive
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