Larry Mathis
CRD Number: 2282125Current Firm: United Planners' Financial Services Of America A Limited Partner
Larry Mathis (CRD# 2282125) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Phoenix, AZ and has over 31 years of experience in the finance industry. Larry Mathis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mathis Family Trust | Phoenix, AZ | Aug 2021 - Current | 2 |
| Larry Mathis | Phoenix, AZ | Sep 2020 - Current | 3 |
| Larry Mathis - Personal | Phoenix, AZ | Jun 2019 - Current | 4 |
| Mathis Wealth Management | Phoenix, AZ | Feb 2015 - Current | 9 |
| Larry Mathis - Speaker/author | Phoenix, AZ | May 2006 - Current | 17 |
| Larry Mathis Financial Planning, LLC | Phoenix, AZ | Nov 2004 - Current | 19 |
| Larry Mathis Financial Planning, LLC | Phoenix, AZ | Nov 2004 - Current | 19 |
| Larry Mathis Financial Planning, LLC | Phoenix, AZ | Nov 2004 - Current | 19 |
| Bkmr Enterprises, LLC | Phoenix, AZ | Aug 2004 - Current | 19 |
| United Planners Financial Services | Scottsdale, AZ | Jul 2000 - Current | 23 |
| Little League And Aia Umpire | Phoenix, AZ | Mar 2017 - Jun 2023 | 6 |
| Larry Mathis And Rhonda Mathis Jtwros | Phoenix, AZ | Aug 2021 - Jan 2022 | < 1 |
| Maui Dental Seminar | Phoenix, AZ | Feb 2016 - Feb 2018 | 2 |
| Mathis Financial | Phoenix, AZ | Nov 2004 - Jan 2018 | 13 |
| Knollmiller & Arenofsky | Phoenix, AZ | Jan 2016 - Jan 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1992 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1995 |
- AZ
- TX
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VI, VT, WA, WI, WV, WY
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