Invested Better
Unclaimed

Unclaimed

Unclaimed

Larry James Beausoleil

Cetera Investment Advisers LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Larry? Claim Your Profile

About Larry James Beausoleil

Larry Beausoleil has been in the financial services industry since August 1994. Currently, Larry is registered with Cetera Investment Advisers LLC. Larry has worked for several financial institutions, including Investors Capital Corp, Legend Equities Corporation, Girard Securities, Inc., VSR Financial Services, Inc., J.P. Turner & Company, L.L.C., First Allied Securities, Inc., and Summit Brokerage Services, Inc. Larry is a Registered Investment Advisor Representative in Tennessee. Larry has the Series 63, Series 7, Series 24, Series 31, Series 55, Series 57TO and the SIE licenses.

Firm Information

Larry Beausoleil is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a financial services firm headquartered in Schaumburg, Illinois. The firm offers a wide range of financial planning and investment advisory services to individuals, corporations, pension plans, and charitable organizations. Cetera manages over $104 billion in assets for clients. The firm has a large network of licensed financial advisors and investment advisory representatives, serving over 423,000 clients across the country.
Cetera Investment Advisers LLC

1450 AMERICAN LANE

SCHAUMBURG, IL 60173-2096

$104.47B

Assets Under Management

16,618

Total Clients

7,280

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Larry Beausoleil’s Registration & Firm History

CA

06/29/2023 - Present

Cetera Investment Advisers LLC (EL SEGUNDO CA)

CA

02/10/2015 - 09/08/2022

FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)

CA

02/10/2015 - 12/03/2019

SUMMIT BROKERAGE SERVICES, INC. (EL SEGUNDO CA)

CA

12/07/2015 - 11/01/2017

GIRARD SECURITIES, INC. (EL SEGUNDO CA)

CA

02/10/2015 - 12/31/2016

LEGEND EQUITIES CORPORATION (El Segundo CA)

CA

12/07/2015 - 11/09/2016

VSR FINANCIAL SERVICES, INC. (el segundo CA)

CA

02/10/2015 - 11/09/2016

INVESTORS CAPITAL CORP. (EL SEGUNDO CA)

CA

02/10/2015 - 12/23/2015

J.P. TURNER & COMPANY, L.L.C. (El Segundo CA)

CA

06/10/2003 - 10/12/2010

MULTI-FINANCIAL SECURITIES CORPORATION (EL SEGUNDO CA)

CA

11/10/1995 - 10/12/2010

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

CA

06/10/2003 - 08/02/2010

ING FINANCIAL PARTNERS, INC. (EL SEGUNDO CA)

GA

06/10/2003 - 12/31/2003

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

IA

06/10/2003 - 12/31/2003

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

OH

06/10/2003 - 12/31/2003

VESTAX SECURITIES CORPORATION (HUDSON OH)

NY

01/01/1995 - 11/09/1995

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

CA

07/15/1994 - 07/19/1994

COLUMBUS FINANCIAL, INC. (BEVERLY HILLS CA)

NA

10/05/1981 - 03/24/1982

IDS MARKETING CORPORATION

Not sure if Larry James Beausoleil is right for you?

Licenses & Designations

IA

Issued 01/02/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/07/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/01/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/02/1995

Series 31 - Futures Managed Funds Examination

BC

Issued 02/16/1995

Series 7 - General Securities Representative Examination

BC

Issued 07/14/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Larry James Beausoleil.
Not sure if Larry James Beausoleil is right for you?