Larry McCabe (CRD# 4235956) is an Investment Advisor Representative working at Insight Folios in Charlotte, NC and has over 23 years of experience in the finance industry.
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
CRD# 4205168
The Financial Legacy Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Insight Folios | Kailua-kona, HI | Jun 2021 - Current | 2 |
| Aloha Life & Retirement, Inc. | Kailua-kona, HI | May 2017 - Current | 7 |
| Sole Proprietor; Larry And Wanee Mccabe | Kailua-kona, HI | Apr 2009 - Current | 15 |
| Broadway 3120 LLC | Kailia-kona, HI | Jun 2005 - Current | 18 |
| Bayshore Kuleana LLC | Kailua-kona, HI | Feb 1992 - Current | 32 |
| Retirement Wealth Advisors, LLC | Kailua-kona, HI | May 2017 - Jun 2021 | 4 |
| Ae Wealth Management, LLC | Topeka, KS | May 2019 - Oct 2020 | 1 |
| Mccabe Financial Services Inc. | Kailua Kona, HI | May 2012 - Oct 2020 | 8 |
| Sagepoint Financial, Inc. | Kailua-kona, HI | May 2017 - Jan 2018 | < 1 |
| Allstate Life & Retirement | Kailua-kona, HI | May 2012 - May 2017 | 5 |
| Allstate Financial Services, LLC | Kahului, HI | Jan 2001 - May 2017 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- HI
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Total Assets Under Management279MILLIONS
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Total Number of Accounts1,810ACCOUNTS
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Average Account Value$154,123
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