Larry Ailes is a CFP-designated registered investment advisor at Spc, based in Conyers, GA, with 24 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30,916 clients with $6.1B 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 annual advisory fee is 2.50%. Advisors set their own rates for each account up to this maximum limit. A 0.15% program fee is included within the total fee.
Fee Estimator
Location
Conyers, GA
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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 is a life, health, and annuities insurance agent since 2000, dedicating about half his time to this. He also owns Larry Ailes and Associates, providing financial planning, insurance products, tax services, debt management, and Medicare assistance, spending about half his time on investment-related activities and about half his time overall. Finally, he assists clients with employee benefits enrollment on a seasonal, nearly full-time basis.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
Previous Registrations
Latitude Advisors, LLC
Gwn Securities INC.Broker
Medallion Advisory Services, LLC
Medallion Investment Services, INC.Broker
Legend Equities CorporationBroker
Great American Advisors, INC.Broker
Consumer Concepts Investments, INC.Broker
PFS Investments 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
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