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Larry Alexander Ellis

Values First Advisors, Inc.

Johnson City, TN

Ponte Vedra, FL

CRD 5310413

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Employer firm

Values First Advisors, Inc. CRD 148532

$215M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Values First Advisors, Inc.

801 Sunset Drive Suite C100, Johnson City, TN 37604 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-07-20
TX RA APPROVED_RES 2010-01-22
TN RA APPROVED 2009-08-12
  • FL RA
    APPROVED
    Since 2017-07-20
  • TX RA
    APPROVED_RES
    Since 2010-01-22
  • TN RA
    APPROVED
    Since 2009-08-12

Branch Locations

801 Sunset Drive Suite C100, Johnson City, TN 37604 • United States

203 Fort Wade Road Suite 105, Ponte Vedra, FL 32081 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Values First Advisors, Inc. Johnson City TN 08/2009 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-11-28
  • S65 Uniform Investment Adviser Law Examination
    2006-11-28
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Nearby Investors

THOMAS E DOTSON
ROBERT KEITH HOBBS
SONYA KAYE HENSLEY

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · JOHNSON CITY, TN
LPL FINANCIAL LLC · JOHNSON CITY, TN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Johnson City, TN

More in Johnson City, TN

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