Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Sims is a financial advisor with over 20 years of experience in the financial services industry. Larry has held various roles at firms such as Citigroup Global Markets Inc. and Concourse Financial Group Securities, demonstrating a well-rounded background in the industry. Larry is currently registered as an Investment Advisor Representative with Truewealth Advisors, LLC and serves clients in Alabama and Texas. Larry has a broad range of experience in financial planning, investment management, and insurance, providing comprehensive services to a diverse clientele. Larry holds Series 7, 24, 63, and 66 securities licenses, as well as the SIE exam, showcasing a strong commitment to professional development.
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.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
A percentage of the total value of assets under management is charged.
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2
AL
09/09/2019 - Present
Truewealth Advisors, LLC (HOOVER AL)
NY
12/19/2002 - 05/06/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 12/31/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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