Larry Jones (CRD# 6410522) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Mooresville, NC and has over 9 years of experience in the finance industry.
CRD# 6172815
Edward Jones
CRD# 6266643
Primerica Advisors
CRD# 6582147
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navstar Financial Planning | Mooresville, NC | Jan 2021 - Current | 3 |
| Virtue Capital Management, LLC | Brentwood, TN | Jul 2019 - Current | 4 |
| Navstar Financial Services | Mooresville, NC | Sep 2010 - Current | 13 |
| Horter Investment Management | Cincinnati, OH | Oct 2014 - Jul 2019 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
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Total Assets Under Management787MILLIONS
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Total Number of Accounts6,111ACCOUNTS
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Average Account Value$128,861
- 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
- Educational seminars/workshops
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