Larry Mcgrory
Larry Mcgrory is a ChFC-designated registered investment advisor at Your Choice Financial LLC, based in St. Cloud, FL, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 126 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are generally negotiable. Clients in Alabama will never be charged a total management fee over 2%.
Fee Estimator
Location
St. Cloud, FL
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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 involved in several outside business activities, including being a continuing education proctor/instructor, a board member for SUNY Cortland Alumni Association, a property and casualty insurance broker, an instructor at Half Hallow High School, an advisor for Vesta Divorce, an agent selling Medicare/Medicaid plans, an investment advisor representative (IAR) at Your Choice Financial (full-time), and a partner at Solutions Brokerage Network LLC selling fixed insurance products.
Employment History
Current Registrations
Your Choice Financial LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Prime Capital Services, INC.Broker
Mony Securities CORP.Broker
State Registrations1 state
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.