Larry Moss (CRD# 3036022) is an Investment Advisor Representative working at Lpl Financial LLC in Linton, IN and has over 26 years of experience in the finance industry. Larry Moss 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.
CRD# 5306791
Edward Jones
CRD# 6589194
Edward Jones
CRD# 5518362
Kcpag Financial Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Northwest Bank | Bloomfield, IN | Jan 2021 - Current | 3 |
Lpl Financial LLC | Bloomfield, IN | Jan 2021 - Current | 3 |
Moss Wealth: Financial Resource Advisors | Clay City, IN | Jun 1997 - Current | 26 |
Silver Oak Securities, Inc. | Jackson, TN | Sep 2018 - Jan 2021 | 2 |
Securities Service Network | Clay City, IN | Dec 2012 - Sep 2018 | 5 |
Ssn Advisory, Inc. | Clay City, IN | Dec 2012 - Sep 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1998 |
S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- IN
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.