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Larry Jefferson Tolbert

Csenge Advisory Group, LLC

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About Larry Jefferson Tolbert

Larry Tolbert is a financial advisor who has been in the industry since 2000. Larry is currently registered with Csenge Advisory Group, LLC and Lion Street Advisors, LLC. He is also a registered representative of FSC Securities Corporation and has previously worked with Securities Service Network, Inc., SagePoint Financial, Inc., Sunamerica Securities, Inc., Saxony Securities, Inc., Syndicated Capital, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and AXA Advisors, LLC. Larry is a highly experienced advisor with a wide range of knowledge and expertise in the financial services industry. Larry holds the Series 66, Series 7, and Series 24 licenses. Larry has a strong commitment to providing personalized financial advice and services to help clients reach their financial goals.

Firm Information

Larry Tolbert is currently registered with Csenge Advisory Group, LLC. Csenge Advisory Group, LLC is a financial advisory firm headquartered in Clearwater, Florida. With over 76 investment advisor representatives, they manage over $2.75 billion in assets for individuals, corporations, charitable organizations, and other clients. They offer a range of services including financial planning, asset allocation, and portfolio management. They also provide pension consulting and selection of other advisors.
Csenge Advisory Group, LLC

4755 EAST BAY DRIVE

CLEARWATER, FL 33764

$2.75B

Assets Under Management

Not reported

Total Clients

67

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.

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asset allocation services

Asset allocation services

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 Tolbert’s Registration & Firm History

TN

09/28/2016 - Present

Csenge Advisory Group, LLC (Memphis TN)

TN

11/16/2011 - 07/31/2018

FSC SECURITIES CORPORATION (MEMPHIS TN)

TN

04/22/2009 - 11/15/2011

SECURITIES SERVICE NETWORK, INC. (MEMPHIS TN)

TN

10/31/2005 - 04/27/2009

SAGEPOINT FINANCIAL, INC. (MEMPHIS TN)

AZ

09/01/2004 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

MO

04/28/2004 - 08/27/2004

SAXONY SECURITIES, INC. (ST. LOUIS MO)

CA

01/23/2004 - 05/04/2004

SYNDICATED CAPITAL, INC. (DIAMOND BAR CA)

MA

06/25/2001 - 12/31/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

06/25/2001 - 12/31/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

10/24/2000 - 06/22/2001

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/08/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/28/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Larry Jefferson Tolbert.
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