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Larry R. Awbrey,CFP®,CIMA®,AIF®

No Current Employment Listed

Edmond

OK

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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Pension Consulting
    • -401k

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
IFP Securities, LLC 4 months, 2 weeks May 2019 - Present
Independent Financial Partners 1 year, 1 month Aug 2018 - Present
Lpl Financial, LLC 2 years, 10 months Jul 2016 - May 2019
Cetera Advisor Networks 3 years, 6 months Jan 2013 - Jul 2016
Financial Network Investment Corporation 24 years, 10 months Feb 1988 - Dec 2012

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Investment Management Consultants Association
    Membership
    Investment Management Consultants Association
    IMCA—Investment Management Consultants Association—was established in 1985 to deliver the premier investment consulting and wealth management credentials and world-class educational offerings—membership, conferences, research, and publications. IMCA sets the standards and practices for the investment management consulting profession and provides investment consultants with the credentials and tools required to best serve their clients.
  • Kingdom Advisors
    Membership
    Kingdom Advisors
    Kingdom Advisors is a community of Christian financial professionals integrating faith and practice for Kingdom impact.
  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Certified Investment Management Analyst
    Designation
    Certified Investment Management Analyst
    This designation focuses on asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement.

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 24, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 6, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Aug. 8, 2019
    • $120.8M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 105
      number of clients
    • $1.2M
      Estimated Average Account Balance Per Client

Fees

Types of Compensation Arrangements