Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Douglas Carrell is a financial advisor at Osaic Wealth, Inc. Larry has been in the financial services industry for over 37 years and is licensed to provide financial services in 10 states. Larry is a licensed investment advisor representative and holds the Series 7 and 66 registrations. Larry is affiliated with Osaic Wealth, Inc. since June 2024. Larry has extensive experience in the financial services industry, providing financial advice to individuals, corporations, and charitable organizations. Larry focuses on providing personalized financial planning, portfolio management, and retirement planning 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.
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.
A percentage of the total value of assets under management is charged.
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2
WA
06/14/2024 - Present
Osaic Wealth, Inc. (SPOKANE WA)
WA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (SPOKANE WA)
WA
09/12/2003 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (SPOKANE WA)
WA
08/09/2002 - 09/15/2003
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
TX
10/31/1997 - 08/13/2002
SWS FINANCIAL SERVICES (DALLAS TX)
CA
12/18/1987 - 11/10/1997
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
12/24/1987 - 03/11/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/25/1986 - 12/24/1987
FINANCIAL PLANNERS EQUITY CORPORATION
BOTH
Issued 02/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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