Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry William Briscoe is a financial advisor registered with Charles Schwab & CO., Inc.. Larry has been in the industry since June 1999. Larry has passed the Series 63 and 65 examinations. Larry is a licensed advisor in 51 states and the District of Columbia. Larry has worked at USAA Financial Advisors, Inc., USAA Investment Management Company and CitiCorp Investment Services. Larry is currently with Charles Schwab & CO., Inc.. Larry William Briscoe is a financial professional with experience in providing investment advice, wealth management, and financial planning 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
05/26/2020 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
09/06/2007 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
TX
04/28/2006 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NY
06/01/1999 - 04/24/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 5/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/1/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/24/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/27/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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