Larry Weicht
Larry Weicht is a registered investment advisor at Flaharty Asset Management, LLC, based in Clearwater, FL, with 28 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,130 clients with $900M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Flaharty Asset Management charges a percentage of the assets they manage for investment management services, up to a maximum of 2.00% annually. The exact fee is negotiated with each client based on the size, complexity, and nature of their portfolio. Fees are charged quarterly in advance.
Location
311 Park Place Blvd, Ste 150, Clearwater, FL, 33759
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Regulatory History (1)
Customer Dispute
August 2010Other Business ActivitiesSells Insurance
Larry sells fixed insurance products, including fixed annuities, long-term care, and whole life insurance, dedicating minimal time to this. He also operates Flaharty Insurance LLC and provides investment advisory services through Flaharty Asset Management, spending about a quarter of his time on the latter.
Employment History
Current Registrations
Flaharty Asset Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Northwestern Mutual Investment Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
State Registrations10 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.