Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Burgess is a financial advisor with over 40 years of experience in the industry. Larry holds the Series 7, 22, 24, 39, and 63 licenses, as well as the SIE exam. Larry is a Certified Financial Planner and a Chartered Financial Consultant. Larry currently works with Osaic Wealth, Inc. and has previously worked at FSC Securities Corporation, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Sun Investment Services Company, and Penn Mutual Equity Services, Inc. Larry specializes in providing financial advice to individuals and businesses. Larry also offers financial planning, portfolio management, and pension consulting services.
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
TX
11/03/2023 - Present
Osaic Wealth, Inc. (RICHARDSON TX)
TX
01/26/2005 - 11/03/2023
FSC SECURITIES CORPORATION (RICHARDSON TX)
IN
06/18/1997 - 01/31/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/18/1997 - 01/31/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
GA
10/26/2004 - 10/27/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
MA
06/16/1989 - 06/16/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
PA
09/24/1987 - 07/03/1989
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
NA
10/14/1983 - 11/02/1987
TERCEL SECURITIES, INC.
BC
Issued 08/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/1995
Series 24 - General Securities Principal Examination
BC
Issued 08/25/1983
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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