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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Wealthharbor Capital Group, LLC

location

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

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

WHITE PLAINS, NY

experience

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

CROWN POINT, IN

experience

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

Lake Oswego, OR

experience

44 Years Experience

disclosure

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

CLAYTON, MO

experience

33 Years Experience

disclosure

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

NASHVILLE, TN

experience

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Oppenheimer & Co. Inc.

location

WASHINGTON, DC

experience

40 Years Experience

disclosure

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

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

STOCKTON, CA

experience

42 Years Experience

disclosure

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

Peoria, AZ

experience

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Captrust | CFP ® (Certifications)

location

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

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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