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 Yelverton is a financial advisor with Ameriprise Financial Services, LLC, a firm with approximately $1 billion to $10 billion in assets under management. Larry has been a registered representative since November 6, 2002 and has been with Ameriprise Financial Services, LLC since March 2020. Larry also has a previous registration with IDS LIFE INSURANCE COMPANY. Larry specializes in providing financial planning, asset allocation services, pension consulting, educational seminars, selection of other advisors, and portfolio management services for both businesses and individuals. Larry has a presence in both Louisiana and Texas.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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LA
03/20/2007 - Present
Ameriprise Financial Services, LLC (Shreveport LA)
MN
11/06/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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