Larry Roby (CRD# 1266304) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Murfreesboro, TN and has over 28 years of experience in the finance industry.
CRD# 3237214
Envision Wealth Planning
Score
101
CRD# 4890057
Raymond James Financial Services Advisors, Inc.
Score
100
CRD# 2102576
Northwestern Mutual Investment Services,llc
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brookstone Capital Management | Wheaton, IL | Jun 2015 - Current | 2 |
| Senior Financial Advisors, LLC | Murfreesboro, TN | Apr 2006 - Current | 11 |
| Alphastar Capital Management, LLC | Murfreesboro, TN | Nov 2011 - Jun 2015 | 3 |
| Regal Investment Advisors | Kentwood, MI | Nov 2010 - Jul 2011 | < 1 |
| Brokers International Financial Services | Panora, IA | Jan 2010 - Sep 2010 | < 1 |
| Redhawk Wealth Advisors, Inc. | Murfreesboro, TN | Apr 2008 - Jan 2010 | 1 |
| Andersons Catfish Grill | Murfreesboro, TN | Nov 2004 - Nov 2006 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1988 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2007 |
- IN
- KY
- OH
- TX
- TN
-
Total Assets Under Management1,436MILLIONS
-
Total Number of Accounts29,700ACCOUNTS
-
Average Account Value$48,361
- 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)
- Educational seminars/workshops
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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