Larry JacksonCRD Number: 4601775
Current Firm: United Capital Financial Advisers
Larry Jackson (CRD# 4601775) is an Investment Advisor Representative working at United Capital Financial Advisers in Irving, TX and has over 15 years of experience in the finance industry.
Khp Capital LLC
Wells Fargo Advisors Financial Network, LLC
Vanderpal Capital Management LLC
|Cetera Advisor Networks LLC||El Segundo, CA||Nov 2017 - Current||< 1|
|United Capital Financial Advisers||Irving, TX||Oct 2011 - Current||6|
|Girard Securities||San Diego, CA||Oct 2011 - Nov 2017||6|
|Lpl Financial||Irving, TX||Jan 2011 - Oct 2011||< 1|
|Peak Capital Investment Services, LLC||Irving, TX||Sep 2009 - Dec 2010||1|
|Rosenthal Retirement Planning||Forth Worth, TX||Mar 2009 - Dec 2010||1|
|National Planning Corporation||Santa Monica, CA||Jun 2008 - Dec 2010||2|
|Rosenthal Retirement Planning||Forth Worth, TX||May 2008 - Dec 2010||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691||Arlington, TX||Sep 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2003|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
Total Assets Under Management17,463MILLIONS
Total Number of Accounts55,084ACCOUNTS
Average Account Value$317,031
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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