Larry Grogan
Larry Grogan is a registered investment advisor at Grogan Advisory Services, LLC, based in Johnson City, TN, with 26 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 65 clients with $8.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
If Grogan Advisory Services manages your money, the annual negotiable fee ranges from 0.25% to 2.5% of your account's value. The fee is paid quarterly, at the end of each quarter based on the value of your assets.
Location
Johnson City, TN
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Regulatory History (1)
Regulatory
May 2022Employment History
Current Registrations
Grogan Advisory Services, LLC
Previous Registrations
Ssn Advisory, INC.
Securities Service Network, INC.Broker
Medallion Advisory Services, LLC
Medallion Investment Services, INC.Broker
Ffp Securities, INC.Broker
Commonwealth Financial NetworkBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.