Larry Isley
Larry Isley is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Martinsville, VA, with 54 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
201 East Main Street, Martinsville, VA, 24112
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2011Other Business Activities
Larry is a Director at Beaver Hills Development Corp. since 1963, meeting quarterly with the property manager, and also serves as Vice President, recording minutes. He also serves on the Board of Trustees for Piedmont Arts since 2023.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Scott & Stringfellow, LLC
Scott & Stringfellow, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Capital Markets CORP.Broker
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.