Years of Experience
5-20+ Years
OCALA, FL
0 Disclosures
ADVISOR BIO
Larry McDaniel is a financial professional with over 25 years of experience in the financial services industry. Larry has worked with several firms including Princor Financial Services Corporation, Sagepoint Financial, Inc., WFG Investments, Inc. and MML Investors Services, Inc. Larry is currently registered as an Investment Advisor Representative with Wealthharbor Capital Group, LLC. Larry's specializations include financial planning, retirement planning, college savings, and estate planning. Larry is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
WHITE PLAINS, NY
32 Years Experience
0 Disclosures
ADVISOR BIO
Larry Alan Jacobs is a financial advisor with Stifel, Nicolaus & Company, Inc., based in White Plains, NY. Larry has been a financial advisor since 1992. Larry is registered to offer securities and investment advisory services in 27 states and the District of Columbia. Larry has Series 7, Series 31, and Series 66 registrations with FINRA and is a Certified Financial Planner.
SPECIALIZATIONS
CROWN POINT, IN
34 Years Experience
0 Disclosures
ADVISOR BIO
Larry Charles Gulotta is a financial advisor with over 30 years of experience in the financial industry. Larry has been with Stifel, Nicolaus & Company, Inc. since 2009. Before that, Larry worked for Wells Fargo Advisors, LLC and A.G. Edwards & Sons, Inc.. Larry has a broad range of experience and offers financial planning, portfolio management, and pension consulting. Larry holds several licenses including Series 63, 66, 7, 8, 9 and 10. Larry is registered in 27 states and is also registered with FINRA.
SPECIALIZATIONS
Lake Oswego, OR
44 Years Experience
1 Disclosures
ADVISOR BIO
Larry Vanlaningham is an investment advisor with RBC Capital Markets, LLC, a firm with more than $50 billion in assets under management. Larry has been in the financial industry since 1980 and holds several licenses and registrations, including the Series 7, 63, and 65 licenses. Larry has expertise in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
SPECIALIZATIONS
CLAYTON, MO
33 Years Experience
1 Disclosures
ADVISOR BIO
Larry Michael Flynn is a financial advisor with Stifel, Nicolaus & Company, Inc. located in Clayton, MO. Larry has been in the securities industry since June 21, 1992. Larry is registered with the state of Missouri and has a Series 63 and Series 7 licenses.
SPECIALIZATIONS
NASHVILLE, TN
24 Years Experience
0 Disclosures
ADVISOR BIO
Larry J Carter is a financial advisor at Robert W. Baird & Co. Inc. with over 23 years of experience in the industry. Larry is registered with FINRA and the state of Tennessee. Larry holds Series 7, 31, and 66 licenses, and the SIE exam. Larry is also a CPA and PFS. Larry is a registered investment advisor in Tennessee, Florida, and Texas. Larry's specializations include portfolio management for individuals, businesses, and investment companies.
SPECIALIZATIONS
WASHINGTON, DC
40 Years Experience
2 Disclosures
ADVISOR BIO
Larry Alan Schwartzman is a registered investment advisor with Oppenheimer & Co. Inc. Larry has been in the industry since 1984 and has worked for several firms including Wells Fargo Clearing Services, LLC, Ferris, Baker Watts Incorporated, Citigroup Global Markets Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Larry has passed the Series 3, 7, and 63 exams as well as the SIE and Series 65 exams. Larry currently holds registrations for the state of District of Columbia and Maryland as well as several other states for the Broker-Dealer scope. Larry is a specialist in several financial planning areas including retirement planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.
SPECIALIZATIONS
STOCKTON, CA
42 Years Experience
2 Disclosures
ADVISOR BIO
Larry Dean Watts is a financial advisor with over 40 years of experience in the industry. Larry has been registered with Stifel, Nicolaus & Company, Inc. since May 2016. Previously, Larry was a registered representative for Morgan Stanley. Larry holds a variety of licenses and certifications, including Series 7, 3, 9, 10, 63 and SIE. Larry is also a Certified Financial Planner. Larry is committed to providing his clients with personalized financial advice and guidance. Larry works with a range of clients, including individuals, families, and businesses. Larry specializes in financial planning, investment management, and retirement planning.
SPECIALIZATIONS
Peoria, AZ
42 Years Experience
0 Disclosures
ADVISOR BIO
Larry Wayne Osa is a financial advisor with over 35 years of experience in the industry. Larry is currently registered with Robert W. Baird & Co. Inc. and holds a Series 63, 66, 3, and 7 licenses. Larry has previously worked with A. G. Edwards & Sons, Inc., RBC Capital Markets, LLC, and Rauscher Pierce Refsnes, Inc. In addition to providing financial advice, Larry serves on the board of directors for Sunshine Dog Rescue, a non-profit organization.
SPECIALIZATIONS
INDIANAPOLIS, IN
0 Disclosures
ADVISOR BIO
Larry Ryan Thomas is an Investment Advisor Representative associated with Captrust. Larry Ryan Thomas is licensed and registered in Florida and Indiana. Larry Ryan Thomas has been in the industry since 2005, and is affiliated with the firm Captrust. Larry Ryan Thomas is a Certified Financial Planner.
SPECIALIZATIONS