Larry RoseCRD Number: 2432594
Current Firm: Harbor Wealth Management, LLC
Larry Rose (CRD# 2432594) is an Investment Advisor Representative working at Harbor Wealth Management, LLC in Green Bay, WI and has over 28 years of experience in the finance industry.
Mcglone Suttner Wealth Management, Inc.
Lpl Financial LLC
Advisors Management Group Inc.
|Harbor Wealth Management LLC||Green Bay, WI||Aug 2010 - Current||12|
|Comprehensive Asset Manangement And Servicing, Inc.||Green Bay, WI||Aug 2010 - Dec 2017||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1993|
|S66||NASAA Uniform Combined State Law Examination||May 2001|
Total Assets Under Management317MILLIONS
Total Number of Accounts1,626ACCOUNTS
Average Account Value$194,975
- 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
IL, MN, TX, WI
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