Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Joseph Gwin has been in the financial services industry since January 27, 1985 and is currently registered with LPL Financial LLC. Larry is licensed to provide securities and investment advisory services in multiple states. Larry has experience with pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
UT
12/07/2010 - Present
LPL Financial LLC (PARK CITY UT)
UT
02/11/1992 - 09/08/2009
MUTUAL SERVICE CORPORATION (PARK CITY UT)
CT
04/30/1992 - 09/17/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
OH
07/31/1991 - 02/19/1992
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
NA
01/18/1989 - 12/31/1990
CENTURY INVESTORS OF AMERICA, INC.
CA
06/03/1986 - 02/01/1989
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
08/20/1985 - 05/22/1986
I.M. SIMON & CO., INC.
NA
06/20/1984 - 08/30/1985
WASHINGTON NATIONAL EQUITY COMPANY
BOTH
Issued 12/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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