Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry McDaniel is a financial professional with over 25 years of experience in the financial services industry. Larry has worked with several firms including Princor Financial Services Corporation, Sagepoint Financial, Inc., WFG Investments, Inc. and MML Investors Services, Inc. Larry is currently registered as an Investment Advisor Representative with Wealthharbor Capital Group, LLC. Larry's specializations include financial planning, retirement planning, college savings, and estate planning. Larry is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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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FL
01/01/2025 - Present
Wealthharbor Capital Group, LLC (OCALA FL)
FL
05/20/2010 - 11/28/2011
PRINCOR FINANCIAL SERVICES CORPORATION (LADY LAKE FL)
FL
09/16/2009 - 04/05/2010
SAGEPOINT FINANCIAL, INC. (OCALA FL)
FL
07/28/2006 - 08/03/2009
WFG INVESTMENTS, INC. (OCALA FL)
FL
07/20/2006 - 07/20/2006
WFG INVESTMENTS, INC. (OCALA FL)
FL
05/24/2005 - 07/20/2006
MML INVESTORS SERVICES, INC. (OCALA FL)
TX
01/02/2004 - 05/24/2005
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
CO
10/09/2001 - 10/31/2003
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
MN
06/27/2001 - 10/11/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IL
04/28/1999 - 07/05/2001
RICHARD B. VANCE & COMPANY (JOLIET IL)
NE
04/01/1999 - 04/30/1999
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
CA
10/06/1997 - 11/18/1998
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
03/24/1997 - 08/26/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 07/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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