SourcingSourcing

MATHIS, LARRY, LEE

A66
IAR CRD 2282125·Industry start 1993-01-07

Identity

Legal name
MATHIS, LARRY, LEE
CRD
2282125
NPN
—

Career

Previous employments
W. S. GRIFFITH & CO., INC.1998-03-17
ALLMERICA INVESTMENTS, INC.1994-06-14
Current branches
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
MATHIS WEALTH MANAGEMENT
Designations
—
Education
—

BrokerCheck signals

Industry start
1993-01-07
Est. age
55
Age confidence
—
Est. birth year
1971
BC active
Yes
IA active
Yes
Disclosures
No
Private residence
No

Firm affiliations

1
LARRY MATHIS FINANCIAL PLANNING, L.L.C.
IAR · Direct Owner · 87.5% ownership
CRD 172858