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Robert Benjamin Larue

Owen Larue Financial Group

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About Robert Benjamin Larue

Robert Benjamin Larue has been in the financial services industry since 1989. Robert is registered in Kentucky and is currently associated with Owen Larue Financial Group. Robert has a diverse background in financial services, having worked for several firms, including Edward D. Jones & Co., L.P., MONY Securities Corp., The Mutual Life Insurance Company of New York, LPL Financial LLC, Private Client Services, LLC, and Owen Larue Financial Group. Robert's experience has allowed him to develop a comprehensive understanding of the financial services industry and a commitment to providing clients with personalized financial solutions. Robert's expertise includes financial planning, investment management, and insurance.

Firm Information

Robert Larue is currently registered with Owen Larue Financial Group. Owen Larue Financial Group is an investment advisor headquartered in ELIZABETHTOWN, KY. The firm provides financial planning, selection of other advisors, and portfolio management for individuals and businesses. They have approximately $272,897,161 in regulatory assets under management, with 951 total accounts. The firm has 5 licensed agents and 4 investment advisor representatives.
Owen Larue Financial Group

109 W. POPLAR STREET

ELIZABETHTOWN, KY 42701

$272.90M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Larue’s Registration & Firm History

KY

12/02/2024 - Present

Owen Larue Financial Group (ELIZABETHTOWN KY)

KY

09/15/2017 - 10/26/2020

PRIVATE CLIENT SERVICES, LLC (Elizabethtown KY)

KY

11/20/1998 - 09/22/2017

LPL FINANCIAL LLC (ELIZABETHTOWN KY)

MO

07/28/1994 - 11/22/1998

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

NY

02/17/1989 - 12/31/1989

MONY SECURITIES CORP. (NEW YORK NY)

NY

02/17/1989 - 12/31/1989

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/29/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/1994

Series 7 - General Securities Representative Examination

BC

Issued 02/03/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Benjamin Larue.
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