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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Michael Kohn is an investment advisor representative with L.m. Kohn & Co. Larry has been in the industry since 1983. Larry is registered with the Securities and Exchange Commission (SEC) and FINRA and is licensed to provide investment advice in 49 states and the District of Columbia. Larry has a strong track record of providing investment advice to individuals, families, businesses, and retirement plans. Prior to joining L.m. Kohn & Co., Larry worked at Robert H. Leshner & Co., Inc. and Meyer, Kohn & Co. Larry is a Series 7, 22, 24, 28, 63, 65, 99TO, and SIE licensed investment advisor representative. Larry is also a Registered Principal for L.m. Kohn & Co. Larry is committed to providing his clients with the highest level of service and helping them achieve their financial goals. Larry is also involved in the community and supports several charitable organizations.
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.
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.
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.
Flat commission/execution fee
1
2
OH
04/07/2003 - Present
L.m. Kohn & Co. (CINCINNATI OH)
NA
01/29/1986 - 12/31/1990
MEYER, KOHN & CO.
NA
06/19/1984 - 01/29/1986
ROBERT H. LESHNER & CO., INC.
NA
05/09/1983 - 06/23/1984
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/1994
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 10/04/1984
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/05/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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