Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Wayne Price is a financial advisor with over 28 years of experience in the industry. Larry has a broad range of experience working with individuals, businesses, charitable organizations, and pension plans. He has held positions with numerous firms throughout his career, including CUSO Financial Services, L.P., CitiCorp Investment Services, and Atlas Securities, Inc. Currently, Larry is a registered representative with LPL Financial LLC in Temecula, CA. Larry offers investment advisory services, financial planning, and consulting services to his clients. He has a strong commitment to providing his clients with personalized financial guidance and helping 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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CA
05/02/2012 - Present
LPL Financial LLC (TEMECULA CA)
CA
04/25/2005 - 04/11/2012
CUSO FINANCIAL SERVICES, L.P. (MORENO VALLEY CA)
NY
05/02/2003 - 04/21/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
12/07/1998 - 05/01/2003
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
NA
02/20/1998 - 11/30/1998
GRIFFIN FINANCIAL SERVICES
WI
08/21/1997 - 03/09/1998
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
CA
08/15/1995 - 08/06/1997
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
MA
07/19/1994 - 08/02/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/19/1994 - 08/02/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 08/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Larry Price is the right advisor for you? Invested Better is here to help.
