Larry Bailey
Larry Bailey is a registered investment advisor at LPL Financial LLC, based in Amarillo, TX, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
7428 Pennsylvania Dr, Amarillo, TX, 79119
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2006Criminal
May 2002Other Business ActivitiesSells Insurance
Larry is involved with Balakebail INC as a business entity for tax/investment purposes, dedicating about a quarter of his time. He also co-owns a condo rental and is involved with B&B LLC for real estate rental, spending a few hours per week on each, and spends minimal time on non-variable insurance through Veritas Legacy Wealth LPL.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations27 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.