Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Scott Phillips is a financial advisor at Mutual of Omaha Investor Services, Inc., and has been in the industry since 1988. Larry is a registered representative in 38 states and the District of Columbia. Larry specializes in providing financial planning and portfolio management services to individuals and high-net-worth clients. Larry Scott Phillips has a long history of experience with Park Avenue Securities LLC, SAGEPOINT FINANCIAL, INC., MetLife Securities Inc., and Metropolitan Life Insurance Company.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Promoter fees and third party money manager fees
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2
VA
07/07/2017 - Present
Mutual OF Omaha Investor Services, Inc. (GLEN ALLEN VA)
MD
03/11/2016 - 12/01/2016
PARK AVENUE SECURITIES LLC (BETHESDA MD)
MD
05/20/2013 - 01/11/2016
SAGEPOINT FINANCIAL, INC. (BALTIMORE MD)
MD
07/21/1988 - 02/13/2013
METLIFE SECURITIES INC. (BALTIMORE MD)
MD
07/21/1988 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BALTIMORE MD)
BC
Issued 07/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/14/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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