Larry Boggs, financial advisor Cumberland MD

Larry Boggs

CRD Number: 24875
Current Firm: Lpl Financial LLC

Larry Boggs (CRD# 24875) is an Investment Advisor Representative working at Lpl Financial LLC in Cumberland, MD and has over 42 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Lpl Financial, LLC Cumberland, MD Jun 2021 - Current 1
Wells Fargo Clearing Services, LLC Cumberland, MD Nov 2016 - Jun 2021 4
Wells Fargo Advisors LLC Cumberland, MD May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1980
S65 NASAA Investment Advisors Law Examination Feb 1997
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 D. Boggs
Phone Number: 704-733-3300
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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