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Larry Sklar

LPL Financial LLC
42 Years of Experience
Houston, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Larry Sklar is a registered investment advisor at LPL Financial LLC, based in Houston, TX, with 42 years of industry experience. Larry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5402 Yarwell Dr., Houston, TX, 77096

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2005
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Larry is a FINRA arbitrator, sells fixed insurance products (including life insurance, fixed annuities, and long-term care insurance) through LJS Financial Services, and owns rental real estate. He also volunteers as an advisor to a youth group and conducts securities-related transactions through LJS Financial Services, taking nearly full-time hours.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2025 - Present · 1 yr 3 mos
LPL Financial LLC
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Next Financial Group, INC.
July 2007 - July 2025 · 18 yrs
Next Financial Group, INC.Broker
June 2007 - July 2025 · 18 yrs 1 mo
Next Financial Group, INC.
June 2007 - July 2007 · 1 mo
1717 Capital Management Company
October 2001 - June 2007 · 5 yrs 8 mos
1717 Capital Management CompanyBroker
April 1990 - June 2007 · 17 yrs 2 mos
Royal Alliance Associates, INC.Broker
November 1989 - October 2001 · 11 yrs 11 mos
Integrated Resources Equity CorporationBroker
January 1986 - November 1989 · 3 yrs 10 mos
Lowry Financial Services CorporationBroker
November 1983 - January 1986 · 2 yrs 2 mos
State Registrations11 states
CACOFLGAIAKYLANENMTXVA
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.
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