Larry DietzCRD Number: 1199585
Current Firm: Cambridge Investment Research Advisors, Inc.
Larry Dietz (CRD# 1199585) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in South Bend, IN and has over 30 years of experience in the finance industry.
Creative Financial Designs, Inc.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||Nov 2015 - Current||1|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Nov 2015 - Current||1|
|Park Avenue Securities LLC||South Bend, IN||May 1999 - Nov 2015||16|
|Guardian Life Insurance Company Of America||South Bend, IN||Nov 1991 - Oct 2015||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1987|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops