Larry Davenport
Larry Davenport is a registered investment advisor at Ofg Financial Services, INC., based in Fort Scott, KS, with 26 years of industry experience. Larry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 855 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.65% |
Fees are typically 1.0% or less and are negotiable based on discussions between the representative and the client.
Fee Estimator
Location
399 East Hudson, P O Box 549, Fort Scott, KS, 66701
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Larry spends about 70% of his time on retirement planning and selling mutual funds and variable annuities through OFG Financial Services Inc. He also dedicates about 10-20% of his time to offering term life insurance and long-term care insurance through various brokerages, and minimal time to apartment and office rentals.
Employment History
Current Registrations
Ofg Financial Services, INC.
Ofg Financial Services, INC.Broker
Previous Registrations
One Orchard Equities, 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.
Exams
More Advisors
- Tim Heiser, CFPLPL Financial LLC