Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Robert Mitchell is a financial advisor with Geneos Wealth Management, Inc. in Glendale, Arizona. Larry has been in the financial services industry since July 1983 and has experience working with a variety of clients, including individuals, businesses, and charitable organizations. Larry is a registered representative in Arizona and Texas, and is also a registered investment advisor in Arizona and Texas. Larry is dedicated to providing personalized financial advice to his clients.
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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2
AZ
06/23/2006 - Present
Geneos Wealth Management, Inc. (GLENDALE AZ)
AZ
04/28/2006 - 05/16/2006
FIRST ALLIED SECURITIES, INC. (SUN CITY AZ)
AZ
07/22/1999 - 05/02/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (SUN CITY AZ)
SC
01/06/1995 - 10/01/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TX
08/01/1984 - 01/27/1995
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NA
07/21/1983 - 07/31/1984
DEAN WITTER REYNOLDS INC.
BOTH
Issued 10/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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