Lawerence L. Hood
PACIFIC PORTFOLIO CONSULTING | President & CEO
SEATTLE, WA 98104
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CRD#: 1018874
Professional summary
Lawerence Lee Hood, who also goes by Larry Hood, Lawrence Lee Hood, is a registered financial advisor currently at PACIFIC PORTFOLIO CONSULTING, LLC located in Seattle, Washington and WAVERLY ADVISORS, LLC located in Seattle, Washington.
Lawerence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Lawerence has worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.
Biography
The mission of Pacific Portfolio is to contribute to the lives of our clients, associates, and communities by drawing upon our knowledge, experience and disciplined process to generate the investment freedom and peace of mind that can only be achieved in a relationship with integrity, trust and respect.
Serving as lead advisor to the firm’s high net worth individuals and families, as well as advisor to endowments and foundations, Larry has over 30 years of experience developing financial and investment plans that thoughtfully address the goals and objectives of Pacific Portfolio clients.
Overseeing global asset allocation strategies and portfolio construction on behalf of Pacific Portfolio, Larry understands the nuances of individual clients and client needs, and how best to implement financial and investment plans to address each.
Larry works with the client service team to provide ongoing performance evaluation and advisement, and also serves as chairman of the firm’s Investment Committee; in this role, he assists in guiding the investment process for Pacific Portfolio, ensuring the firm provides consistent, effective counsel to clients.
Larry has served as the firm’s President & CEO since founding Pacific Portfolio in 1992, and also serves as President & CEO of Pacific Portfolio Trust Company.
Question & Answer
What are your service offerings?
Financial planning
Institutional consulting
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
2M
Are you a "fiduciary"?
Yes
Aliases
Larry Hood | Lawrence Lee Hood
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.
CRS (Client Relationship Summary) - RIA
Click below to view Lawerence Lee Hood's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 21, 2006 - Present
PACIFIC PORTFOLIO CONSULTING, LLC
Office #1: 450 Alaskan Way S Suite 500, Seattle, WA 98104RIA
CRD#: 139505
SEATTLE, WA
Current
October 22, 2025 - Present
WAVERLY ADVISORS, LLC
Office #1: 450 Alaskan Way S Suite 500, Seattle, WA 98104RIA
CRD#: 115332
SEATTLE, WA
Past
January 26, 1993 - December 31, 2006
PACIFIC PORTFOLIO CONSULTING LP
RIA
CRD#: 106850
SEATTLE, WA
Past
September 21, 1989 - March 10, 1992
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
Past
March 30, 1982 - September 27, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WA
WAVERLY ADVISORS, LLC
401K COMPLETE | WAVERLY ADVISORS, LLC | WARREN, AVERETT, KIMBROUGH AND MARINO WEALTH MANAGEMENT, LLC | WARREN AVERETT WILSON PRICE WEALTH MANAGEMENT | WARREN AVERETT WEALTH MANAGEMENT | WARREN AVERETT O'SULLIVAN CREEL WEALTH MANAGEMENT | WARREN AVERETT KIMBROUGH & MARINO WEALTH MANAGEMENT | WARREN AVERETT INSTITUTIONAL CONSULTING | WARREN AVERETT FAMILY OFFICE | WARREN AVERETT ASSET MANAGEMENT, LLC | WAKM FINANCIAL ADVISORS, LLC | WA ASSET MANAGEMENT, LLC | MCSHANE PARTNERS
CRD#: 115332 / SEC#: 801-60741
RIA
Registered Investment Advisory firm - (11/30/2001 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alaska(3/21/2006)
IAR
California(3/21/2006)
IAR
Texas(5/17/2022)
IAR
Washington(3/21/2006)
Exams
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
WA
WAVERLY ADVISORS, LLC
401K COMPLETE | WAVERLY ADVISORS, LLC | WARREN, AVERETT, KIMBROUGH AND MARINO WEALTH MANAGEMENT, LLC | WARREN AVERETT WILSON PRICE WEALTH MANAGEMENT | WARREN AVERETT WEALTH MANAGEMENT | WARREN AVERETT O'SULLIVAN CREEL WEALTH MANAGEMENT | WARREN AVERETT KIMBROUGH & MARINO WEALTH MANAGEMENT | WARREN AVERETT INSTITUTIONAL CONSULTING | WARREN AVERETT FAMILY OFFICE | WARREN AVERETT ASSET MANAGEMENT, LLC | WAKM FINANCIAL ADVISORS, LLC | WA ASSET MANAGEMENT, LLC | MCSHANE PARTNERS
CRD#: 115332 / SEC#: 801-60741
RIA
Registered Investment Advisory firm - (11/30/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
600 University Park Place Suite 501, Birmingham, AL 35209
Mailing Address
Phone number
(205) 871-3334
Established
Firm type
Fiscal year end
# of Employees
371
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 34,313 |
| AUM (Assets Under Management) | $ 28,263,743,199 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/27/2025 | ||
| 02/16/2024 | ||
| 06/15/2023 |
Red Flags
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Company Information
WAVERLY ADVISORS, LLC
President & CEOCRD#: 115332Seattle, WA 98104TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
