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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Greg Fullmer is a financial advisor with over 30 years of experience in the financial services industry. Larry has held registrations with multiple firms, including Goldman, Sachs & Co. and UBS Financial Services, Inc. before joining Morgan Stanley in 2015. Larry has a strong track record of providing investment advice to individuals, corporations, and institutions. Larry holds the Series 3, 7, 7TO, and 63 securities licenses as well as the Series 65 investment advisor license. Larry is a registered representative of Morgan Stanley and provides financial planning and portfolio management services.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/11/2020 - Present
Morgan Stanley (Los Angeles CA)
CA
12/16/2004 - 05/08/2015
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
NY
06/10/1993 - 12/17/2004
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
04/19/1988 - 06/03/1991
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 12/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1993
Series 3 - National Commodity Futures Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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