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Larry Lafady

39 Years of Experience
Vancouver, WA
Broker

Larry Lafady is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vancouver, WA, 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

Vancouver, WA

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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 Activities

Larry works as an independent contractor providing support for an OSJ at The Commerce Company since 2022. This takes about 10-20% of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.
April 2000 - Present · 26 yrs 3 mos
Raymond James Financial Services, INC.Broker
April 2000 - Present · 26 yrs 3 mos
Previous Registrations
Raymond James Financial Services
May 2000 - January 2009 · 8 yrs 8 mos
Sunset Financial Services, INC.Broker
March 1987 - April 2000 · 13 yrs 1 mo
State Registrations6 states
AZCAFLMTORWA
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.