Larry Scott Wallace

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 03/2025
  The Investment Center Inc
  Missouri City, TX
• 08/2012 → 03/2025
  Ic Advisory Services, Inc.
  Missouri City, TX
• 03/2025 → Present
  Lpl Financial Llc
  Plano, TX

Previous Registrations

• 2012-08-16 → 2025-03-06
  Ic Advisory Services, Inc.
  Highland Village, TX
  Bedminster, NJ
  Missouri City, TX
• 2010-05-17 → 2012-08-16
  Brokersxpress Llc
  Chicago, IL
  Highland Village, TX
• 2000-03-28 → 2010-05-17
  Securities America Advisors, Inc.
  Highland Village, TX

Other Businesses

1- 03/06/2025 - Society of St. Vincent DePaul, St Angela Merici conference - Non-Profit Board Member - Treasurer - Not Investment Related - Missouri City, TX - Start Date 02/01/2024 - 10 hours per month/ 0 hours during trading 2- 03/06/2025 - Larry S. Wallace - Non-Variable Insurance Commission Trails - Agent - Investment Related - None - Start Date 01/03/1994

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-06-29

Designations

• Certified Financial Planner