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Larry James Beausoleil

Cetera Investment Advisers LLC

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About Larry James Beausoleil

Larry Beausoleil is a financial advisor with over 28 years of experience in the financial industry. Larry is currently registered with Cetera Investment Advisers LLC as a Registered Investment Advisor, and has been with the firm since 2023. Prior to that, Larry was with First Allied Securities, Inc. from 2015 to 2022. Larry has a broad range of experience in the financial services industry, including experience with several other broker-dealers such as Girard Securities, Inc., Investors Capital Corp., and Legend Equities Corporation. Larry also has experience as a principal, holding the Series 24 license. Larry is dedicated to providing comprehensive financial planning and investment management services to individuals and businesses.

Firm Information

Larry Beausoleil is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

2301 ROSECRANS AVE #5100

EL SEGUNDO, CA 90245

$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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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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fixed fees

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

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percentage of assets

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

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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

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Licenses & Designations

IA

Issued 1/2/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 7/7/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 9/1/2000

Series 24 - General Securities Principal Examination

BC

Issued 1/2/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/27/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 3/2/1995

Series 31 - Futures Managed Funds Examination

BC

Issued 2/16/1995

Series 7 - General Securities Representative Examination

BC

Issued 7/14/1994

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.
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