LB
LB

Larry Barlow

3 Years of Experience
Tallahassee, FL
3 DisclosuresBrokerSells Insurance

Larry Barlow is a registered investment advisor at Bankers Life Advisory Services, INC., based in Tallahassee, FL, with 3 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
504 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Investment management only (planning not offered)

Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.

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Location

1500 Mahan Dr Ste 150, Tallahassee, FL, 32308

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
May 2017
Final
Criminal
March 2016
Final Disposition
Criminal
May 1998
Final Disposition
Other Business ActivitiesSells Insurance

Larry is a Unit Field Trainer with Bankers Life & Casualty, helping clients with insurance and retirement needs and recruiting/training insurance agents. He is also appointed with KFA through BLC, allowing agents to write business for various insurance products; this activity takes significantly more than full-time hours.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
April 2024 - Present · 2 yrs 1 mo
Bankers Life Securities, INC.Broker
July 2022 - Present · 3 yrs 10 mos
State Registrations2 states
ALFL
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.
Larry Barlow - Financial Advisor | TrueAdvisor