Larry John Mahoney

Employer firm

Gradient Advisors, LLC CRD 152665

$289M regulatory AUM 64 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/1987 → Present
  Larry J Mahoney
  Houston, TX
• 02/2016 → 08/2017
  Tucker Asset Management
  Littleton, CO
• 07/2017 → Present
  Gradient Advisors
  Arden Hills, MN

Previous Registrations

• 2016-02-24 → 2017-08-17
  Tucker Asset Management Llc
  Stafford, TX
• 2016-02-10 → 2016-01-22
  Tucker Asset Management Llc
  Stafford, TX
• 2004-01-05 → 2009-11-03
  Park Avenue Securities Llc
  Stafford, TX
  Houston, TX
  Stafford, TX

Other Businesses

Mahoney & Associates Financial | Investment Related | 4800 Sugar Grove Blvd #350, Stafford, TX 77477 | Wealth Management, Investment advisor, Insurance & Annuity | Start date 5/2019 | 160 hours a month | 135 hours a month | Sole Proprietor AFEA | Investment related | 4800 Sugar Grove Blvd #350, Stafford, TX 77477 | Insurance Education Presentations | Presenter | May 2019 | 2.5 hours a month | 0 hours during trading hours | Presentations and interacting with attendees American Financial Education Alliance | Not investment Related| 4800 Sugar Grove Blvd Suite 107 Stafford Texas | Financial Education | Chapter President | 10/2024 | 2 hours per month outside of trading | Give educational seminars and meet with attendees

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-10-19

Designations

• Certified Financial Planner