LF
LF

Larry Farr

30 Years of Experience
Cincinnati, OH
Broker

Larry Farr is a registered investment advisor at Fifth Third Securities, INC., based in Cincinnati, OH, with 30 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
918 advisors
Number of Clients
43,031 clients
Average Client Portfolio
$212K average
Assets Under Management
$9.1B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $750K1.25%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.80%

Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

38 Fountain Square Plaza, Cincinnati, OH, 45202

Get directions

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.

Learn about disclosures →
Other Business Activities

Larry works as an associate at Home Depot in Lebanon, OH, for about a quarter of his time. This activity is not securities related and will not interfere with his duties at the firm.

Employment History
Current Registrations
Fifth Third Securities, INC.
June 2013 - Present · 12 yrs 11 mos
Fifth Third Securities, INC.
March 2013 - Present · 13 yrs 2 mos
Fifth Third Securities, INC.Broker
March 2013 - Present · 13 yrs 2 mos
Previous Registrations
Questar Asset Management, INC.
August 2009 - November 2009 · 3 mos
Questar Capital CorporationBroker
August 2009 - November 2009 · 3 mos
Investment Advisors International, INC.
April 2009 - June 2009 · 2 mos
World Group Securities, INC.Broker
March 2009 - June 2009 · 3 mos
Fidelity Brokerage Services LLCBroker
January 2008 - December 2008 · 11 mos
Fidelity Investments Institutional Services Company, INC.Broker
May 2005 - January 2008 · 2 yrs 8 mos
Fidelity Brokerage Services LLCBroker
January 1992 - June 2005 · 13 yrs 5 mos
State Registrations2 states
KYOH
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 Farr - Financial Advisor | TrueAdvisor