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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Pendleton is an investment advisor representative at Grove Point Advisors, LLC. Larry has been in the financial services industry since 1976. Larry is a licensed investment advisor in California, Florida, and Massachusetts. Larry has a Series 66, Series 24, Series 7 and Series 1. Larry has experience in financial planning, pension consulting, educational seminars, and selection of other advisors. Larry's current employment began in April 2021. Prior to that Larry was employed at H. Beck, Inc in Newport Beach, California. Larry has also worked at CAPITAL ANALYSTS, INCORPORATED in Cincinnati, Ohio and Cigna Securities, Inc.
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.
1
2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
OH
05/11/1984 - 12/05/1988
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NA
09/21/1976 - 04/16/1984
CIGNA SECURITIES, INC.
BOTH
Issued 12/15/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 09/13/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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