Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Behage is a financial advisor with Behage Financial. Larry has been in the industry for over 20 years and specializes in financial planning and portfolio management for individuals. Larry is also a Certified Financial Planner and has a strong background in tax preparation. Larry works with a variety of clients, including high-net-worth individuals and individuals other than high-net-worth.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
05/15/2020 - Present
Behage Financial (Campbell CA)
MN
10/05/2009 - 07/01/2010
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MI
01/23/2006 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (DETROIT MI)
CA
01/29/2002 - 01/11/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (SAN JOSE CA)
IA
Issued 09/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2002
Series 7 - General Securities Representative Examination
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Inactive
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