Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Deatherage is an investment advisor representative at Sageview Advisory Group, LLC with over 30 years of experience in the financial services industry. Larry is registered to provide investment advice in 16 states and holds various professional licenses, including Series 7, 63, 65, 24 and 31. Larry specializes in providing investment advice to individuals, families, trusts, retirement plans, and businesses. He focuses on helping clients meet their financial goals through personalized financial planning, portfolio management, and investment consulting services. Larry holds a Bachelor of Science degree from the University of California, San Diego.
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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CA
05/16/2023 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
CA
01/02/2019 - 05/05/2023
TRIAD ADVISORS LLC (San Diego CA)
CA
11/30/2010 - 12/31/2018
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
12/10/2007 - 11/30/2010
NRP FINANCIAL, INC. (LA JOLLA CA)
CA
09/02/2005 - 12/10/2007
GIRARD SECURITIES, INC. (LA JOLLA CA)
MO
07/01/2003 - 09/02/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
03/17/1992 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 03/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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