Unclaimed
Larry Landon Coyle is a financial advisor with over 17 years of experience in the industry. Larry currently works for BFC Planning, Inc., a firm based in Cedar Rapids, IA, that is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Larry has been a registered representative of BFC Planning, Inc. since 2019 and holds the Series 7, Series 63, and Series 65 licenses. Larry's prior employers include Sandlapper Securities, LLC, VSR Financial Services, Inc., and Edward Jones. Larry has a strong track record of providing financial advice to individuals, families, and businesses. Larry specializes in financial planning, portfolio management, and retirement planning.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Solicitor fee
1
2
IA
07/15/2019 - Present
BFC Planning, Inc. (CEDAR RAPIDS IA)
IN
08/04/2016 - 07/12/2019
SANDLAPPER SECURITIES, LLC (Liberty IN)
IN
05/12/2005 - 08/04/2016
VSR FINANCIAL SERVICES, INC. (LIBERTY IN)
MO
07/22/2003 - 04/01/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 06/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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