LG
LG

Larry Goebel

39 Years of Experience
Alpharetta, GA
BrokerSells Insurance

Larry Goebel is a registered investment advisor, based in Alpharetta, GA, with 39 years of industry experience.

Location

2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Larry is an Investment Advisor Representative (IAR) with Merit Financial Group. He is also the President and owner of Goebel Insurance & Financial Inc., an insurance agency where he sells life, health, disability, long-term care, and fixed annuity products, dedicating about half of his time to this activity.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 2 yrs 1 mo
Merit Financial Advisors
December 2023 - Present · 2 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
November 2022 - August 2024 · 1 yr 9 mos
Cambridge Investment Research Advisors, INC.
April 2018 - October 2022 · 4 yrs 6 mos
Cambridge Investment Research, INC.Broker
April 2018 - October 2022 · 4 yrs 6 mos
Voya Financial Advisors, INC.
April 2017 - December 2017 · 8 mos
Voya Financial Advisors, INC.Broker
April 2016 - December 2017 · 1 yr 8 mos
Princor Financial Services Corporation
May 2014 - July 2015 · 1 yr 2 mos
Princor Financial Services CorporationBroker
October 2013 - July 2015 · 1 yr 9 mos
Packerland Brokerage Services, INC.Broker
July 2005 - December 2011 · 6 yrs 5 mos
Symetra Investment Services, INC.Broker
December 2000 - July 2005 · 4 yrs 7 mos
Sii Investments, INC.Broker
March 1995 - January 2001 · 5 yrs 10 mos
Harbour Investments, INC.Broker
April 1993 - April 1995 · 2 yrs
Pruco Securities CorporationBroker
August 1983 - April 1993 · 9 yrs 8 mos
State Registrations1 state
WI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.