AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
LY

Lawrence F. Yanoff

Some features on this profile are disabled
CRD#: 1011472
LY

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lawrence Francis Yanoff, who also goes by Larry Francis Yanoff, was a registered financial professional .

Lawrence is a previously registered financial professional and started their career in finance in 1981. Lawrence had worked at 10 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Larry Francis Yanoff

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 14, 2005 - May 29, 2020

REILLY FINANCIAL ADVISORS

RIA
CRD#: 110315
LA MESA, CA
Past

August 6, 2002 - January 26, 2006

AMERICAN GENERAL FINANCIAL ADVISORS, INC.

RIA
CRD#: 121111
ANAHEIM, CA
Past

September 29, 2000 - November 16, 2005

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
SAN DIEGO, CA
Past

November 10, 1999 - November 15, 2000

GATEWAY INVESTMENT SERVICES, INC.

BD
CRD#: 31153
OAK PARK, IL
Past

October 8, 1999 - December 31, 2001

THE VARIABLE ANNUITY MARKETING COMPANY

BD
CRD#: 5081
HOUSTON, TX
Past

October 8, 1999 - November 16, 2005

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
HOUSTON, TX
Past

May 30, 1997 - October 22, 1999

ASSOCIATED SECURITIES CORP.

BD
CRD#: 12969
BOSTON, MA
Past

July 9, 1986 - December 24, 1986

AMERICAN EXPRESS FINANCIAL ADVISORS JAPAN, INC.

BD
CRD#: 11176
Past

October 7, 1981 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
Past

October 7, 1981 - June 11, 1997

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

October 7, 1981 - June 11, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/4/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


RF
REILLY FINANCIAL ADVISORS
REILLY FINANCIAL ADVISORS | REILLY FINANCIAL ADVISORS LLC

CRD#: 110315 / SEC#: 801-56721

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
7777 Alvarado Road, Suite 116, La Mesa, CA 91942
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

PART 2A 9-7-2021 (9/9/2021)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


REILLY FINANCIAL ADVISORS

CRD#: 110315

TRUST BUT VERIFY

Monitor Lawrence Yanoff

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics