Unclaimed
Larry Gayle Lafady is a financial advisor associated with Raymond James Financial Services Advisors, Inc. Larry has been in the financial services industry since 1987 and is registered as a broker-dealer, investment advisor representative in Washington and a number of other states. Larry is a Series 24, 6, 7, 63, and 65 licensed individual. Larry has prior experience at SUNSET FINANCIAL SERVICES, INC. in KANSAS CITY, MO. and PALENA ASSOCIATES INC. in VANCOUVER, WA. In addition, Larry is also associated with The Commerce Company as an Independent Contractor.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
WA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Vancouver WA)
MO
03/13/1987 - 04/24/2000
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 05/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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