Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Rex Lee is a financial advisor with over 40 years of experience in the industry. Larry is registered with Valmark Advisers, Inc. and FDP Wealth Management, LLC. Larry has been with Valmark Advisers, Inc. since 2010 and is based in the Irvine, CA office. Larry provides financial advice to a range of clients, including individuals, high-net-worth individuals, businesses, trusts, pension and profit-sharing plans and charitable organizations. Larry also has experience in group insurance, employee benefit plans, and insurance.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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
CA
07/27/2018 - Present
Valmark Advisers, Inc. (Irvine CA)
CA
01/03/2002 - 10/22/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (IRVINE CA)
DE
06/04/1997 - 01/16/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
AZ
05/19/1997 - 01/09/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
08/08/1989 - 05/15/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NY
10/12/1982 - 12/31/1989
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
10/12/1971 - 07/19/1980
NEW YORK LIFE VARIABLE CONTRACTS CORPORATION
BC
Issued 10/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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