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Larry Jamie McGrory

Your Choice Financial LLC

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About Larry Jamie McGrory

Larry McGrory is a financial advisor with Your Choice Financial LLC. Larry is a financial advisor with over 30 years of experience in the financial services industry. Larry has held various roles at several firms, including MML Investors Services, LLC, NYLIFE Securities LLC, Park Avenue Securities LLC, Hornor, Townsend & Kent, Inc., and Signator Investors, Inc. Larry holds licenses for both investment advisor and broker-dealer, and he is a certified financial consultant. Larry provides financial planning, pension consulting, and portfolio management services to individuals and businesses.

Firm Information

Larry McGrory is currently registered with Your Choice Financial LLC. Your Choice Financial LLC is a financial advisory firm that manages approximately $41.04 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals and businesses. They have 8 licensed agents and investment adviser representatives who serve 71 clients, primarily individuals other than high-net-worth.

$41.04M

Assets Under Management

Not reported

Total Clients

8

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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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 McGrory’s Registration & Firm History

FL

06/28/2022 - Present

Your Choice Financial LLC (ST. CLOUD FL)

NY

05/20/2022 - 11/20/2023

PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)

NY

03/21/2018 - 05/23/2022

MML INVESTORS SERVICES, LLC (Melville NY)

NY

12/22/2015 - 03/16/2018

NYLIFE SECURITIES LLC (MELVILLE NY)

NY

07/10/2012 - 01/15/2015

PARK AVENUE SECURITIES LLC (WOODBURY NY)

NY

02/03/2012 - 06/29/2012

HORNOR, TOWNSEND & KENT, INC. (UNIONDALE NY)

NY

05/14/1996 - 02/03/2012

SIGNATOR INVESTORS, INC. (WESTBURY NY)

MA

05/14/1996 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

NY

09/12/1994 - 01/30/1996

PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)

NY

12/02/1993 - 07/07/1994

MONY SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/04/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/30/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 09/14/1998

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/1998

Series 7 - General Securities Representative Examination

BC

Issued 11/30/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Larry Jamie McGrory.
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