Larry Bailey
Larry Bailey is a registered investment advisor at LPL Financial LLC, based in Amarillo, TX, with 25 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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 LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations28 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
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