Larry EllisCRD Number: 5310413
Current Firm: Values First Advisors, Inc.
Larry Ellis (CRD# 5310413) is an Investment Advisor Representative working at Values First Advisors, Inc. in Gray, TN and has over 10 years of experience in the finance industry.
Gaam Wealth Advisors, Inc.
Integrity Capital Management
|Values First Advisors, Inc.||Gray, TN||Aug 2009 - Current||8|
|American Values Investments, Inc.||Johnson City, TN||Jan 2007 - May 2011||4|
|Terminix||Johnson City, TN||Feb 2004 - Jan 2007||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2006|
Total Assets Under Management81MILLIONS
Total Number of Accounts1,250ACCOUNTS
Average Account Value$64,990
- 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
- Selection of other advisers (including private fund managers)
AL, FL, GA, IA, IL, KS, KY, LA, MD, MI, MO, MS, NC, NY, OH, PA, TN, TX, VA