Larry Trego
Larry Trego is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lititz, PA, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1060 Lititz Pike, Lititz, PA, 17543
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2013Other Business ActivitiesSells Insurance
Larry works as an associate/employee at Fulton Bank and Fulton Financial Advisors, dedicating about half of his time to each role. He also works as an agent for Specific Solutions selling life insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations3 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.