LM
LM

Larry Minarsich

48 Years of Experience
Rio Rancho, NM
BrokerSells Insurance

Larry Minarsich is a registered investment advisor at LPL Financial LLC, based in Rio Rancho, NM, with 48 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

Rio Rancho, NM

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Larry operates under the DBAs Creative Financial Strategies Group and Discovery Financial. He spends minimal time on non-variable insurance through Creative Financial Strategies and full-time on his LPL business through Discovery Financial.

Employment History
Current Registrations
LPL Financial LLC
April 2012 - Present · 14 yrs 1 mo
LPL Financial LLCBroker
March 2012 - Present · 14 yrs 2 mos
Previous Registrations
New England Securities Corporation
August 2002 - March 2012 · 9 yrs 7 mos
New England SecuritiesBroker
June 1977 - March 2012 · 34 yrs 9 mos
State Registrations13 states
AZCACOFLLAMIMNNMOHTNTXWAWI
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.