Larry Paul Rich Jr.
Advisor at Cetera — Savannah, TN
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63
Experience Industry experience
34 years
Location
Savannah, TN 38372
Cetera
Institution
Larry Rich Jr. is a financial advisor with Cetera, holding a Series 63 designation and bringing 34 years of industry experience. His prior roles include positions at Securian Financial Services, Inc. and Minnesota Life, and he has maintained long-term involvement with Shoemaker Agency and Ascend Financial Services. Outside of advisory work, he serves as treasurer and board member for local churches and sits on the board of the Savannah Industrial Development Corporation. Cetera Investment Advisers LLC is a large nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with diverse program options and over $256 billion in assets under management.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Savannah, TN
805 Pickwick St
Savannah TN 38372
Advisors at this office
3
Tennessee · Texas
34 years of industry experience
Cetera
2023 - Present • 3 years
Schaumburg, IL
Cetera Wealth Services, LLC
2023 - Present • 3 years
Savannah, TN
Securian Financial Services, Inc.
1999 - 2023 • 24 years
Savannah, TN
Shoemaker Agency
1992 - Present • 34 years
Savannah, TN
Ascend Financial Services, Inc.
1992 - Present • 34 years
St. Paul, MN
Minnesota Life
1992 - 2023 • 31 years
St. Paul, MN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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