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Larry Gene McCabe

Insight Folios

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About Larry Gene McCabe

Larry McCabe is an investment advisor representative associated with Insight Folios. Larry has been in the industry for over 20 years, previously working for firms like Sagepoint Financial, Inc., Allstate Financial Services, LLC, and Retirement Wealth Advisors, LLC. Larry holds Series 6, Series 63, and Series 65 licenses, and is currently registered in Hawaii as an investment advisor representative. Larry specializes in financial planning, portfolio management for individuals, and pension consulting. Larry's firm, Insight Folios, is based in Charlotte, NC, and has a total of 15 employees. The firm serves individuals and other investment advisors and manages over $278 million in client assets.

Firm Information

Larry McCabe is currently registered with Insight Folios. Insight Folios is an investment advisor with 15 licensed agents, primarily providing financial planning, pension consulting, and portfolio management for individuals. Based in Charlotte, NC, the firm manages approximately $278.96 million in assets for 1,810 clients, including high-net-worth individuals and other individuals. They also provide selection of other advisors and portfolio management for individuals.
Insight Folios

11610 NORTH COMMUNITY HOUSE

CHARLOTTE, NC 28277

$278.96M

Assets Under Management

34

Total Clients

16

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Larry McCabe’s Registration & Firm History

NC

06/21/2021 - Present

Insight Folios (CHARLOTTE NC)

HI

05/02/2017 - 01/22/2018

SAGEPOINT FINANCIAL, INC. (KAILUA-KONA HI)

HI

01/10/2001 - 05/05/2017

ALLSTATE FINANCIAL SERVICES, LLC (Kahului HI)

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Licenses & Designations

IA

Issued 04/12/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/09/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/22/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Larry Gene McCabe. Review regulatory record here.
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