LM
LM

Larry E Myers

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,385 clients
Average Client Portfolio
$225K average
Assets Under Management
$310.9M

Fee Structure

Financial Planning:Included in AUM fee
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Location

4665 Douglas Cir NW, Canton, OH, 44718

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Larry works for Uber Eats and DoorDash, delivering food. He is also a licensed insurance agent through Golden Reserve, LLC, selling insurance products and fixed annuities, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Golden Reserve Retirement, LLC
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2018 - June 2023 · 5 yrs
Cetera Investment Services LLCBroker
June 2018 - June 2023 · 5 yrs
Citizens Securities, INC.Broker
July 2017 - May 2018 · 10 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.
Larry E Myers - Financial Advisor | TrueAdvisor