Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Gene Straley is a financial advisor with over 30 years of experience in the industry. Larry is currently registered with Osaic Institutions, Inc., a firm based in Meriden, Connecticut. Larry has a wide range of experience in the financial services industry, including previous roles with CUNA Brokerage Services, Inc., UVEST Investment Services, and Wachovia Brokerage Service. Larry is also registered as an Investment Advisor Representative with the state of Virginia. Larry specializes in providing financial planning, portfolio management, and selection of other advisors to a variety of clients, including individuals, high-net-worth individuals, businesses, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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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VA
06/01/2008 - Present
Osaic Institutions, Inc. (Greenville VA)
VA
04/01/2004 - 06/01/2008
BI INVESTMENTS, LLC (STAUNTON VA)
VA
02/23/2004 - 04/09/2004
COMMUNITY BANKERS SECURITIES, LLC (RICHMOND VA)
IA
08/06/2001 - 02/17/2004
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NC
10/27/1998 - 07/13/2001
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
NC
02/18/1998 - 10/28/1998
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
MN
10/23/1995 - 02/18/1998
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
NE
01/14/1992 - 10/25/1995
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NE
11/07/1990 - 12/31/1991
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
VA
03/16/1988 - 10/31/1990
BRANCH, CABELL AND COMPANY (RICHMOND VA)
NA
02/26/1987 - 02/23/1988
SHERWOOD CAPITAL, INC.
IA
Issued 08/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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