Larry Oldford, financial advisor Plymouth MI
96 score

Larry Oldford

CRD Number: 1215210
Current Firm: Lincoln Financial Advisors Corporation

Larry Oldford (CRD# 1215210) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Plymouth, MI and has over 29 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lincoln Financial Advisors Corporation Southfield, MI Apr 1987 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1987
Contact Info for Larry R. Oldford
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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