Larry Sfinas, financial advisor Southampton PA

Larry Sfinas

CRD Number: 419396
Current Firm: Csenge Advisory Group, LLC

Larry Sfinas (CRD# 419396) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Southampton, PA and has over 40 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Csenge Advisory Group Clearwater, FL Oct 2021 - Current < 1
Larry C Sfinas Southampton, PA Jan 1969 - Current 53
Securities America, Inc. Southhampton, PA Jul 2019 - Oct 2021 2
Securities America Advisors, Inc. Southhampton, PA Jul 2019 - Sep 2021 2
Prosperity Wealth Management, Inc. San Ramon, CA Sep 2017 - Jul 2019 1
Fortune Financial Services, Inc. Monaca, PA Sep 2017 - Jul 2019 1
Innovation Partners LLC Charlotte, NC Aug 2017 - Aug 2017 < 1
United Planners Financial Services Scottsdale, AZ Aug 2016 - Aug 2017 1
Guardian Academy And Indoor Range, Inc. Warminster, PA Dec 2015 - Aug 2016 < 1
Scf Securities, Inc. Fresno, CA Nov 2011 - Aug 2016 4
Scf Investment Advisors, Inc. Fresno, CA Nov 2011 - Aug 2016 4
Benefit Consultants, Ltd. Huntingdon Valey, PA Apr 1974 - Mar 2014 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1981
S66 NASAA Uniform Combined State Law Examination Feb 2004
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Larry C. Sfinas
Phone Number: 727-437-6000
Firm Website: http://csenge.com/
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    2,352
    MILLIONS
  • Total Number of Accounts
    9,822
    ACCOUNTS
  • Average Account Value
    $239,454
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, NE, NH, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WV

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