Larry Sims is a registered investment advisor, based in Hoover, AL, with 23 years of industry experience.
Location
2000 Southlake Park, Suite 200, Hoover, AL, 35244
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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 an independent insurance agent offering life, disability, and long-term care insurance, dedicating a few hours per week to this activity. He also owns JP Property Management LLC, managing real estate and renting buildings to TrueWealth Advisors LLC, where he works full-time as a wealth advisor. Larry is also a school board member, dedicating minimal time outside of trading hours.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Truewealth Advisors, LLC
Previous Registrations
Investment Advisors
Investment Advisors
Concourse Financial Group Securities, INC.Broker
Citigroup Global Markets INC.Broker
State Registrations20 states
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