Larry EllisCRD Number: 5310413
Current Firm: Values First Advisors, Inc.
Larry Ellis (CRD# 5310413) is an Investment Advisor Representative working at Values First Advisors, Inc. in Ponte Vedra, FL and has over 11 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Values First Advisors, Inc.||Ponte Vedra, FL||Jun 2017 - Current||< 1|
|Values First Advisors, Inc.||Gray, TN||Aug 2009 - May 2017||7|
|American Values Investments, Inc.||Johnson City, TN||Jan 2007 - May 2011||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2006|
Total Assets Under Management84MILLIONS
Total Number of Accounts1,192ACCOUNTS
Average Account Value$70,112
- 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
- Selection of other advisers (including private fund managers)
AL, FL, GA, IA, IL, KS, KY, LA, MI, MO, MS, NC, NY, OH, OK, PA, TN, TX, VA
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