Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Awbrey is a financial advisor with over 30 years of experience in the financial services industry. Larry is a Registered Representative and Investment Advisor Representative with Independent Financial Partners and holds the Series 63, 65, 7, and 24 licenses. Larry is also a Certified Financial Planner. Larry provides a wide range of financial services to individuals, families, and businesses. These services include financial planning, investment management, and retirement planning. Larry is committed to providing his clients with personalized financial advice and strategies that are tailored to their individual needs and 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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
OK
08/14/2018 - Present
Independent Financial Partners (Edmond OK)
OK
07/21/2016 - 05/23/2019
LPL FINANCIAL LLC (EDMOND OK)
OK
01/20/1988 - 07/22/2016
CETERA ADVISOR NETWORKS LLC (EDMOND OK)
IA
Issued 05/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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