Larry Freie, financial advisor Austin TX
86 score

Larry Freie

CRD Number: 1236742
Current Firm: Kestra Advisory Services, LLC

Larry Freie (CRD# 1236742) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Kestra Investment Services, LLC Lincoln, NE Jan 2017 - Current 1
Midlands Financial Benefits Lincoln, NE Mar 2014 - Jan 2017 2
Unico Midlands, LLC Lincoln, NE Mar 2014 - Jan 2017 2
Ameritas Investment Corp Lincoln, NE Feb 2014 - Jan 2017 2
Ameritas Life Insurance Corp Lincoln, NE Feb 2014 - Jan 2017 2
Sunset Financial Services Kansas City, MO Dec 2006 - Feb 2014 7
Kansas City Life Insurance Co Kansas City, MO Aug 2005 - Feb 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Larry D. Freie
Phone Number: 7374437101
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    16,009
    MILLIONS
  • Total Number of Accounts
    63,471
    ACCOUNTS
  • Average Account Value
    $252,225
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)
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

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BADGES
86

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