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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Elliott is a financial advisor registered with Captrust. Larry Elliott's professional experience includes previous roles with Truist Investment Services, Inc., Transamerica Investors Securities Corporation, SunTrust Investment Services, Inc. and Dean Witter Reynolds Inc.. Larry Elliott is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 7, 24, 31, 63, and 65 licenses, as well as the SIE exam.
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.
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2
GA
06/21/2021 - Present
Captrust (Alpharetta GA)
GA
07/17/2015 - 02/22/2021
TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)
NY
11/03/2014 - 07/06/2015
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
GA
07/28/1999 - 10/24/2014
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
NY
08/10/1998 - 06/15/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 07/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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