Larry Cavalena, financial advisor Dover OH

Larry Cavalena

CRD Number: 1500912
Current Firm: Raymond James Financial Services Advisors, Inc.

Larry Cavalena (CRD# 1500912) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Dover, OH and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
The Cavalena Group Dover, OH Oct 2021 - Current 2
Raymond James Financial Services Advisors, Inc. Dover, OH Jan 2009 - Current 15
East Coast Properties Dover, OH Dec 2006 - Current 17
Raymond James Financial Services, Inc. Dover, OH Jun 1988 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1987
S65 NASAA Investment Advisors Law Examination Nov 2015
Contact Info for Larry L. Cavalena
Phone Number: 727-567-3020
Registered State(s):
  • FL
  • OH
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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