Unclaimed
Larry Michael Cole is a financial advisor at Burgess Chambers & Associates Inc. Larry has been with the firm since January 2008. Larry is registered to provide investment advice in Florida and Texas. Larry's current registrations are approved. Larry has been in the financial services industry since August 3, 2001. Larry has passed the Series 7, Series 66 and Series 65 examinations. Larry specializes in providing investment advice to individuals, high-net-worth individuals, pension plans, and state or municipal government entities.
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.
Guidance on pension options to ensure a secure financial future.
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.
1
2
FL
01/22/2015 - Present
Burgess Chambers & Associates Inc. (ORLANDO FL)
FL
08/03/2001 - 01/05/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PONTE VEDRA BEACH FL)
IA
Issued 03/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Larry Cole is the right advisor for you? Invested Better is here to help.