Unclaimed
Larry Edwin Plumb is a financial advisor with Park Avenue Securities LLC and has been in the industry since 1983. Larry is registered in six states, including Oregon, California, Washington, Virginia and Arizona. Larry specializes in providing financial advice to high-net-worth individuals, charitable organizations and pension and profit-sharing plans. Larry is also registered to provide investment advisory services to individuals and other investment advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
OR
02/24/2004 - Present
Park Avenue Securities LLC (PORTLAND OR)
NY
04/24/1995 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
06/22/1992 - 02/09/1995
G. R. PHELPS & CO., INC.
AZ
11/19/1989 - 07/07/1992
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
09/19/1984 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
06/14/1983 - 09/21/1984
WADDELL & REED, INC.
BC
Issued 06/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/13/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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