LC
LC

Larry Cavalena

39 Years of Experience
Dover, OH
Broker

Larry Cavalena is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dover, OH, with 39 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

711 N. Wooster Ave, Dover, OH, 44622

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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 Activities

Larry is the owner of The Cavalena Group, an ICD RJFS Branch, dedicating about half of his time to it. He also owns a personal vacation home through a limited liability structure, requiring minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 1988 - Present · 37 yrs 11 mos
Previous Registrations
Raymond James Financial Services
October 1999 - January 2009 · 9 yrs 3 mos
Raymond James & Associates, INC.Broker
June 1986 - June 1988 · 2 yrs
State Registrations35 states
ALARAZCACOCTDCFLGAIDILINKYMAMDMEMIMSMTNCNMNVNYOHOKORPASCTNTXVAVTWAWIWV
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.
Larry Cavalena - Financial Advisor | TrueAdvisor