Larry Wainwright
Larry Wainwright is a registered investment advisor at Osaic Wealth, INC., based in Allen, TX, with 22 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
301 N Allen Drive, Suite C, Allen, TX, 75013
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2003Other Business ActivitiesSells Insurance
Larry operates Wainwright Financial Services as a DBA for investment and insurance business, dedicating about a third of his time. He also owns Wainwright Insurance, selling various insurance products, and Wainwright Real Estate, spending minimal time on real estate sales and leasing.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Farmers Financial Solutions, LLCBroker
First Independent Financial Services, INC.Broker
Farmers Financial Solutions, LLCBroker
Farmers Financial Solutions, LLCBroker
Sws Financial ServicesBroker
Investacorp, INC.Broker
State Registrations4 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.