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 Wallace is a financial advisor with over 30 years of experience in the industry. Larry is a Certified Financial Planner® professional and currently registered with IC Advisory Services, Inc.. Larry has held previous positions with BrokersXpress LLC, Securities America, Inc., Raymond James Financial Services, Inc., American Express Service Corporation, American Express Financial Advisors Inc. and IDS 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.
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.
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
NJ
08/16/2012 - Present
IC Advisory Services, Inc. (BEDMINSTER NJ)
TX
05/17/2010 - 08/16/2012
BROKERSXPRESS LLC (HIGHLAND VILLAGE TX)
TX
06/14/1999 - 05/17/2010
SECURITIES AMERICA, INC. (HIGHLAND VILLAGE TX)
FL
10/09/1992 - 06/15/1999
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MN
09/10/1992 - 10/15/1992
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
MN
08/23/1988 - 10/15/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/23/1988 - 10/15/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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