Unclaimed
Larry Richard Jones is an investment advisor representative registered with Virtue Capital Management, LLC. Larry has been in the securities industry since September 2010. Larry holds a Series 65 license and is a Chartered Financial Consultant. Larry is registered in North Carolina and specializes in providing financial planning, educational seminars, and portfolio management services. Larry is currently registered with Virtue Capital Management, LLC and has worked with them since July 2019. Larry's firm provides investment advisory services to individuals, corporations, and other businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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NC
08/05/2019 - Present
Virtue Capital Management, LLC (MOORESVILLE NC)
IA
Issued 10/08/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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