Unclaimed
Larry Goddard is a Registered Investment Advisor and has been in the industry since 1996. Larry is currently employed by Lasalle St. Investment Advisors, LLC. Larry has passed several exams including the Series 31, Series 63, Series 65, and Series 7. Larry has been registered with the state of Oklahoma since 2009.
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.
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.
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2
OK
07/20/2009 - Present
Lasalle ST. Investment Advisors, LLC (Oklahoma City OK)
OK
07/16/1996 - 06/16/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OKLAHOMA CITY OK)
IA
Issued 08/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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