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Larry Dorame

Kestra Investment Services, LLC

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About Larry Dorame

Larry Dorame is a financial advisor with over 29 years of experience in the industry. Larry is currently registered with Kestra Investment Services, LLC. Previously, Larry has also worked at firms such as PARSONEX SECURITIES, INC., TRANSAMERICA FINANCIAL ADVISORS, INC, VALIC FINANCIAL ADVISORS, INC., UNITED EQUITY SECURITIES, LLC, C C F INVESTMENTS, INC., THE LEADERS GROUP, INC. and PFS INVESTMENTS INC.. Larry holds the Series 6, Series 63 and SIE licenses. Larry has been registered in Arizona, California, Colorado, Michigan, Minnesota, Ohio, South Carolina, Texas and Virginia.

Firm Information

Larry Dorame is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Larry Dorame’s Registration & Firm History

AZ

06/03/2019 - Present

Kestra Investment Services, LLC (Tucson AZ)

CO

01/02/2018 - 06/03/2019

PARSONEX SECURITIES, INC. (Englewood CO)

AZ

12/12/2017 - 12/31/2017

TRANSAMERICA FINANCIAL ADVISORS, INC (TEMPE AZ)

AZ

11/13/2015 - 12/08/2017

TRANSAMERICA FINANCIAL ADVISORS, INC (TEMPE AZ)

AZ

03/10/2015 - 10/16/2015

VALIC FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

05/29/2014 - 02/24/2015

TRANSAMERICA FINANCIAL ADVISORS, INC (TUCSON AZ)

AZ

04/10/2008 - 12/02/2013

PARSONEX SECURITIES, INC. (TUCSON AZ)

AZ

09/25/2007 - 04/10/2008

UNITED EQUITY SECURITIES, LLC (LITCHFIELD PARK AZ)

GA

01/05/2006 - 07/27/2007

C C F INVESTMENTS, INC. (GREENSBORO GA)

CO

05/10/2001 - 12/31/2005

THE LEADERS GROUP, INC. (LITTLETON CO)

GA

10/15/1992 - 02/27/2001

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 10/14/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Larry Dorame. Review regulatory record here.
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