Unclaimed
Larry Paul Rich is a financial advisor with Cetera Investment Advisers LLC in Savannah, Tennessee. Larry has been in the financial industry since May 17, 1992. Larry is registered with the state of Tennessee as an Investment Advisor Representative and is also registered with the state of Texas as a Resident Investment Advisor Representative. Prior to joining Cetera Investment Advisers LLC, Larry was a registered representative with Securian Financial Services, Inc. from July 1999 to August 10, 2023. Larry holds the Series 6, Series 7, and SIE licenses. Larry specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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
TN
08/10/2023 - Present
Cetera Investment Advisers LLC (SAVANNAH TN)
TN
05/18/1992 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (SAVANNAH TN)
BC
Issued 05/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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