Larry Money
Larry Money is a registered investment advisor at Cetera Investment Advisers LLC, based in Greenville, TX, with 17 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2609 Eastland, Suite B, Greenville, TX, 75402
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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 sells equity indexed annuities and dedicates minimal time to this activity. He also works as a CPA full-time, is board chair and treasurer for Raffa Clinic, a registered representative with WealthCare Financial Group (about half his time), and owns Money Tree Properties.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations5 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.