Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Brunell is a financial advisor with over 15 years of experience in the industry. Larry is currently registered with LPL Financial LLC in Texas and has a Series 66, Series 7 and SIE license. Larry has held previous roles at WFG INVESTMENTS, INC., J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., INSTITUTIONAL SECURITIES CORPORATION, and WELLS FARGO ADVISORS, LLC. Larry has a demonstrated history of working in the financial services industry and is dedicated to providing personalized financial planning and investment management services to clients.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
06/24/2016 - Present
LPL Financial LLC (FT. WORTH TX)
TX
05/29/2015 - 06/27/2016
WFG INVESTMENTS, INC. (FORT WORTH TX)
TX
10/01/2012 - 06/12/2015
J.P. MORGAN SECURITIES LLC (MIDLOTHIAN TX)
TX
05/27/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CEDAR HILL TX)
TX
11/11/2010 - 06/02/2011
INSTITUTIONAL SECURITIES CORPORATION (DALLAS TX)
TX
07/27/2009 - 11/02/2010
WELLS FARGO ADVISORS, LLC (ARLINGTON TX)
BOTH
Issued 08/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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