Larry Tolbert (CRD# 1054714) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Memphis, TN and has over 23 years of experience in the finance industry.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lion Street Financial | Austin, TX | Jul 2018 - Current | 5 |
| Lion Street Advisors | Austin, TX | Jul 2018 - Current | 5 |
| Csenge Advisory Group | Clearwater, FL | Apr 2016 - Current | 8 |
| Fsc Securities Corp | Memphis, TN | Nov 2011 - Jul 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2000 |
- TN
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Total Assets Under Management2,753MILLIONS
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Total Number of Accounts14,675ACCOUNTS
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Average Account Value$187,594
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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