Larry Straley (CRD# 1588154) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Greenville, VA and has over 37 years of experience in the finance industry.
CRD# 6404328
First Citizens Investor Services, Inc.
CRD# 1901167
Armstrong Financial, Inc.
CRD# 5241891
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinex Investments, Inc. | Meriden, CT | Jun 2008 - Current | 15 |
| First Bank & Trust Co | Staunton, VA | Feb 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1986 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2004 |
- VA
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Total Assets Under Management3,627MILLIONS
-
Total Number of Accounts8,478ACCOUNTS
-
Average Account Value$427,771
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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