Larry Howard Garletts

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

• 02/2009 → 07/2021
  Waddell & Reed, Inc
  Virginia Beach, VA
• 03/2009 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Virginia Beach, VA
• 08/2010 → 07/2021
  Virginia Beach Mayor'S Commission Of Aging
  Virginia Beach, VA
• 12/2015 → 07/2021
  Mass Mutual Life Insurance Company
  Virginia Beach, VA
• 02/2020 → 07/2021
  Noel Martin
  Virginia Beach, VA
• 02/2020 → 07/2021
  Daniel Neice
  Virginia Beach, VA
• 02/2020 → 07/2021
  Patrick Tedesco
  Virginia Beach, VA
• 07/2018 → 07/2021
  Paul Day
  Virginia Beach, VA
• 07/2021 → Present
  Lpl Financial Llc
  Virginia Beach, VA

Previous Registrations

• 2009-06-22 → 2021-07-21
  Waddell & Reed
  Virginia Beach, VA
  Charleroi, PA
  Virginia Beach, VA

Other Businesses

1) 04/20/2021 - Coastal Virginia Wealth Group / DBA for LPL Business (entity for LPL business) / Investment Related / 0HR / MO / 2877 Guardian Lane, Suite 1E, Virginia Beach, VA 23452 2) 04/20/2021 - COVA Wealth Group / DBA for LPL Business (entity for LPL business) / Investment Related / 0HR / MO / 2877 Guardian Lane, Suite 1E, Virginia Beach, VA 23452

Exams

• S66 Uniform Combined State Law Examination
  2009-06-19

Other Names

• Larry Garletts