Larry AilesCRD Number: 4346778
Current Firm: Spc
Larry Ailes (CRD# 4346778) is an Investment Advisor Representative working at Spc in Conyers, GA and has over 22 years of experience in the finance industry. Larry Ailes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lpl Financial LLC
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Sigma Financial Corporation||Ann Arbor, MI||May 2013 - Current||10|
|Sigma Planning Company||Ann Arbor, MI||May 2013 - Current||10|
|Larry Ailes And Associates||Lithonia, GA||Nov 2000 - Current||22|
|Larry Ailes & Associates||Acworth, GA||Oct 1999 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2001|
Total Assets Under Management5,964MILLIONS
Total Number of Accounts34,594ACCOUNTS
Average Account Value$172,407
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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