Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Edward Jones is a registered investment advisor representative with Onedigital Investment Advisors in Overland Park, Kansas. Larry has been in the financial industry for over 30 years. He has a broad background in investment services, including financial planning, portfolio management, and pension consulting. Larry has previously worked for a number of firms, including Triad Advisors, LPL Financial, Vanguard Capital, La Jolla Securities Corporation and New Century Securities. He is a licensed Series 7, Series 24, Series 63 and Series 65 representative.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
12/05/2018 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
CA
01/02/2019 - 12/31/2019
TRIAD ADVISORS LLC (San Diego CA)
CA
11/06/2013 - 12/31/2018
LPL FINANCIAL LLC (RAMONA CA)
CA
11/12/1992 - 11/08/2013
VANGUARD CAPITAL (RAMONA CA)
CA
04/09/1991 - 12/15/1992
LA JOLLA SECURITIES CORPORATION (LA JOLLA CA)
NA
01/24/1989 - 04/16/1991
NEW CENTURY SECURITIES, INC.
IA
Issued 06/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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