Larry Gayle Lafady

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/1979 → 10/2022
  Palena Associates Inc.
  Vancouver, WA
• 04/2000 → Present
  Raymond James Financial Services
  Vancouver, WA
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Vancouver, WA
• 10/2022 → Present
  The Commerce Company
  Vancouver, WA

Other Businesses

(1)Name of Business: the commerce company Address: 303 E 16th St Ste 215, Vancouver, WA, 98663-3410, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/15/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 11-20 Description of duties: support for osj

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-06
• S63 Uniform Securities Agent State Law Examination
  1987-03-23