Larry Metivier, financial advisor Cypress TX
90 score

Larry Metivier

CRD Number: 5939730
Current Firm: Ims Financial Advisors, Inc.

Larry Metivier (CRD# 5939730) is an Investment Advisor Representative working at Ims Financial Advisors, Inc. in Cypress, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Ims Financial Advisors, Inc. Houston, TX Jan 2016 - Current < 1
Ims Securities, Inc. Houston, TX Jan 2016 - Current < 1
Can-n-keys, Inc. Splendora, TX Jan 2007 - Current 9
Madison Avenue Securities, Inc. Houston, TX Jun 2013 - Jan 2016 2
Senior Partners Houston, TX Jan 2011 - Jan 2016 5
Valic Financial Advisors, Inc. Houston, TX May 2013 - Oct 2013 < 1
Madison Avenue Securities, Inc. Houston, TX Jul 2011 - May 2013 1
House Of Forgings, Inc. Houston, TX Feb 2002 - Jul 2010 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Larry S. Metivier
Phone Number: 713-266-2993
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    76
    MILLIONS
  • Total Number of Accounts
    484
    ACCOUNTS
  • Average Account Value
    $157,316
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IN, KS, LA, MD, MI, MO, MS, NC, NE, NM, NV, NY, OH, OK, OR, PA, SD, TX, UT, VA, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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