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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 Whaley is an investment advisor representative with Planmember Securities Corp. Larry is a Certified Financial Planner. Larry has been in the industry for 34 years. Larry has been registered with FINRA since 2008. Larry has also been registered with the state of Maryland since 2008. Larry has also been registered with the state of Florida since 2008. In addition to his work with Planmember Securities Corp., Larry is also the president and owner of Paladin Advisor Group, a full-service financial planning firm offering Planmember platform products in the Metro Area market. Larry also provides investment supervisory services. Larry's experience and expertise allow him to provide financial planning, pension consulting and portfolio management services to individuals, businesses and charitable organizations. Larry is committed to providing his clients with the highest level of personalized service.
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.
Provides investment supervisory 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.
1
2
MD
05/16/2008 - Present
Planmember Securities Corp. (Elkridge MD)
MD
07/24/1990 - 05/15/2008
LINCOLN INVESTMENT PLANNING, INC. (GAITHERSBURG MD)
NA
02/10/1988 - 12/31/1988
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 06/30/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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