Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Myles Coplan is an investment advisor representative registered with LPL Financial LLC, and has been in the industry since July 21, 1987. Larry has extensive experience, holding registrations in multiple states and has previously worked at B. Riley Wealth Management, National Securities Corporation, and Lehman Brothers Inc. Larry is committed to providing professional and personalized financial advice to clients, helping them achieve their investment goals.
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
WA
03/25/2024 - Present
LPL Financial LLC (Bothell WA)
TN
07/22/2022 - 03/22/2024
B. RILEY WEALTH MANAGEMENT (MEMPHIS TN)
WA
09/09/1991 - 07/22/2022
NATIONAL SECURITIES CORPORATION (SEATTLE WA)
NY
07/22/1987 - 09/12/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 10/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1987
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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