Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Travis Poole is a financial professional with over 30 years of experience in the financial services industry. Larry is currently registered with Lincoln Investment and Capital Analysts. He is a Series 6 and 63 licensed representative with a Series 65 license. Larry is also licensed in 11 states. He has experience working with clients in a variety of areas including life insurance, fixed annuities, accident and health, and retirement planning. Larry is committed to providing his clients with personalized service and sound financial advice.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
09/14/2007 - Present
Lincoln Investment (LUTZ FL)
CA
03/24/2005 - 09/26/2005
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
NE
07/17/2003 - 03/28/2005
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MN
04/05/1999 - 04/14/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
04/19/1991 - 03/06/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
CT
04/11/1990 - 04/24/1991
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
GA
04/10/1985 - 03/10/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 09/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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