Larry Epstein
Larry Epstein is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sunapee, NH, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Sunapee, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.Broker
Fleet Securities, INC.Broker
Fleet Securities INC.Broker
Shawmut Brokerage, INC.Broker
Isfa CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Pruco Securities CorporationBroker
State Registrations6 states
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