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Larry Glenn Boggs

D.l. Fields Advisory Group, LLC

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About Larry Glenn Boggs

Larry Glenn Boggs is an Investment Advisor Representative at D.l. Fields Advisory Group, LLC. Larry has been working in the financial services industry since 1988. Larry has a wide range of experience in providing financial advice and investment management services to individuals, high-net-worth individuals, and businesses. Larry is also a Notary Public and is the President of Boggs & Associates, LLC dba American Retirement Solutions.

Firm Information

Larry Boggs is currently registered with D.l. Fields Advisory Group, LLC. D.l. Fields Advisory Group, LLC is an investment advisory firm that provides financial planning and portfolio management services to individuals and high net worth individuals. They manage approximately $18 million in assets for 207 clients.

$18.00M

Assets Under Management

Not reported

Total Clients

4

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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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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percentage of assets

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

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Larry Boggs’s Registration & Firm History

GA

02/24/2022 - Present

D.l. Fields Advisory Group, LLC (Atlanta GA)

GA

04/08/2019 - 01/25/2022

INTERNATIONAL ASSETS ADVISORY, LLC (ATLANTA GA)

AL

10/27/2011 - 04/05/2019

FIRST ALLIED SECURITIES, INC. (BIRMINGHAM AL)

AL

08/21/2003 - 11/03/2011

FSC SECURITIES CORPORATION (BIRMINGHAM AL)

FL

12/15/1999 - 09/16/2003

INVESTACORP, INC. (MIAMI FL)

NY

08/14/1998 - 12/20/1999

NEW ENGLAND SECURITIES (NEW YORK NY)

MA

03/01/1996 - 08/26/1998

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

06/02/1995 - 03/01/1996

G. R. PHELPS & CO., INC.

GA

04/05/1991 - 07/14/1995

KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)

NY

03/06/1990 - 04/08/1991

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

MN

10/19/1988 - 02/23/1990

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/19/1988 - 02/23/1990

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 02/25/2014

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/30/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/19/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 7 public disclosures for Larry Glenn Boggs. Review regulatory record here.
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