Larry Wallace
Larry Wallace is a CFP-designated registered investment advisor at LPL Financial LLC, based in Missouri City, TX, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Missouri City, TX
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Larry is the treasurer for the Society of St. Vincent DePaul, St Angela Merici conference, dedicating a few hours per week to this non-profit board member role. He also receives non-variable insurance commission trails as an agent, an activity he has been involved with since 1994.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
The Investment Center, INC.Broker
Ic Advisory Services, INC.
Brokersxpress LLCBroker
Brokersxpress LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Raymond James Financial Services, INC.Broker
American Express Service CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations11 states
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.