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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Wayne Yager is a financial advisor with over 14 years of experience in the industry. Larry Wayne Yager is currently registered with Cape Investment Advisory, Inc. and has been with the firm since 2017. Previously, Larry Wayne Yager worked for G.F. INVESTMENT SERVICES, LLC, PETER ELISH INVESTMENTS SECURITIES, and CAPE SECURITIES INC.. Larry Wayne Yager holds a Series 66 license, which allows him to provide investment advice in multiple states. He is also a registered principal, which means he can supervise other financial advisors. Larry Wayne Yager specializes in providing financial planning, pension consulting, and portfolio management services. He is also experienced in providing educational seminars and selection of other advisors. Larry Wayne Yager has a long history of working with both high-net-worth individuals and individuals other than high-net-worth.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
06/05/2017 - Present
Cape Investment Advisory, Inc. (MCDONOUGH GA)
GA
07/23/2019 - 08/17/2021
G.F. INVESTMENT SERVICES, LLC (MCDONOUGH GA)
PA
10/21/2017 - 09/27/2019
PETER ELISH INVESTMENTS SECURITIES (CANONSBURG PA)
GA
08/05/2009 - 05/18/2015
CAPE SECURITIES INC. (MCDONOUGH GA)
BOTH
Issued 12/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/04/2023
Series 14 - Compliance Officer Examination
BC
Issued 10/04/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/04/2023
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 02/16/2012
Series 4 - Registered Options Principal Examination
BC
Issued 10/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/04/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 08/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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