Best Investors Account Sign in
Inactive

Larry L Guess

Plancorp, LLC

Saint Louis, MO

CRD 6772165

Claim This Profile
Employer firm

Plancorp, LLC CRD 106599

$10.6B regulatory AUM 25 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Plancorp, Llc

540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-01-16
LA RA APPROVED 2017-04-13
MO RA APPROVED 2017-03-28
  • TX RA
    APPROVED
    Since 2019-01-16
  • LA RA
    APPROVED
    Since 2017-04-13
  • MO RA
    APPROVED
    Since 2017-03-28

Branch Locations

540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • 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
Plancorp, Llc St. Louis MO 02/2015 Present
Other Businesses

Boydun Corporation 23 Mt. Carmel Ct. Fenton, MO not investment related Nature of business - Real Estate Holding Company Position - President 01/01/1999 0 hours pre month during security trading hours Duties - manage accounting and leasing information

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-28
  • S65 Uniform Investment Adviser Law Examination
    2017-03-28

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Saint Louis, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor