LW
LW
Larry Wilson
20 Years of Experience
McAllen, TX
1 DisclosureBrokerSells Insurance
Larry Wilson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in McAllen, TX, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
1305 E. Nolana Avenue, Suite A, McAllen, TX, 78504
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2026Pending
Other Business ActivitiesSells Insurance
Larry sells fixed insurance products since 2003. He spends minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2025 - Present · 8 mos
Raymond James Financial Services, INC.Broker
September 2025 - Present · 8 mos
Previous Registrations
Commonwealth Financial Network
August 2011 - September 2025 · 14 yrs 1 mo
Commonwealth Financial NetworkBroker
May 2009 - September 2025 · 16 yrs 4 mos
Sagepoint Financial, INC.Broker
October 2005 - May 2009 · 3 yrs 7 mos
Sunamerica Securities, INC.Broker
April 2005 - October 2005 · 6 mos
State Registrations16 states
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AdvisorBrokerBoth
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
No exam information available for this advisor.