Larry Milliron, financial advisor Galion OH
93 score

Larry Milliron

CRD Number: 1143990
Current Firm: Sa Stone Investment Advisors Inc.

Larry Milliron (CRD# 1143990) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Galion, OH and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Sterne Agee Investment Advisor Services, Inc. Birmingham, AL Jan 2015 - Current 3
Sterne Agee Financial Services, Inc. Galion, OH Sep 2014 - Current 3
Wrp Investments, Inc. Youngstown, OH Mar 1991 - Current 27
Columbus Life Columbus, OH Feb 1991 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2004
Contact Info for Larry P. Milliron
Phone Number: 205-414-3367
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,230
    MILLIONS
  • Total Number of Accounts
    6,253
    ACCOUNTS
  • Average Account Value
    $196,678
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
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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