Lary Andrew Burton

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

• 01/2003 → 04/2021
  Gateway Baptist Church
  Montgomery, AL
• 08/2005 → Present
  Lpl Financial Llc (Formerly: Linsco/Private Ledger Corp.)
  Montgomery, AL

Previous Registrations

• 2006-01-12 → 2007-09-04
  Legacy Advisors, Inc.
  Montgomery, AL

Other Businesses

(1) 05/23/2006 - NO BUSINESS NAME - INV REL - MONTGOMERY, AL - NON-VARIABLE INSURANCE - 2% OF TIME SPENT - SELLING INDIVIDUAL OR GROUP HEALTH INSURANCE FOR GOLDEN RULE INSURANCE CO. (2) 12/06/2006: ISAIAH'S LEGACY - NOT INV REL - COMMUNITY, CIVIC AND CHARITABLE BOARD - CHARITABLE ORGANIZATION WHOSE PRIMARY OBJECTIVE IS HELPING THE POOR AND UNDERPRIVILEGED. I AM THE SECRETARY/TREASURER WITH DUTIES TO ASSIST WITH FUNDRAISING AND DISTRIBUTION OF CHARITABLE GIFTS ALONG WITH OTHER NORMAL DUTIES OF CORPORATE SECRETARY. - 1% TIME SPENT (3) 02/10/2009: NO BUSINESS NAME - COIN TRADING - SELL RARE COINS AND PRECIOUS METALS. - TIME SPENT 5% (4) 01/22/2015 - LEGACY ADVISORS, INC. - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 120 HOURS PER MONTH - MONTGOMERY, AL (5) 12/21/2021 - AB Holdings Group, LLC - Investment Related - Panama City, FL and Pike Road AL 36064 - Real Estate Rental - Start Date: 12/07/2021 - 1 Hour Per Month/0 Hours During Securities Trading. (6) 11/10/2022 - No Business Name - Investment Related - Auburn, AL 36830 - Real Estate Rental - Start Date - 09/16/2022 - 1 Hours Per Month/0 Hours During Securities Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-11-03

Other Names

• Drew Burton
• Larry Andrew Burton