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Larry Swedroe is an Investment Advisor Representative with Buckingham Strategic Wealth, LLC. Larry is based in the ST LOUIS office. Larry has been in the industry since February of 2007. Larry specializes in retirement planning, insurance, estate planning, education planning, and college savings plans. Larry has experience working with individuals, families, and businesses.
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.
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MO
03/19/2007 - Present
Buckingham Strategic Wealth, LLC (ST LOUIS MO)
IA
Issued 05/24/1996
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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