Larry Jefferson Tolbert | Financial Professional | Memphis, Tennessee | CSENGE ADVISORY GROUP, LLC

Professional summary

Larry Jefferson Tolbert is a registered financial advisor currently at CSENGE ADVISORY GROUP, LLC located in Memphis, Tennessee and INTEGRITY ALLIANCE, LLC. located in Memphis, Tennessee.

Larry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Larry has worked at 17 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1)DBA RADIAN PARTNERS LLC POSITION: Owner NATURE: Provide life, long term care and property and casualty insurance. Radian Partners, LLC is a Tennessee Sole Member Limited Liability Company founded on August 23, 2004, for the sole purpose of acting as the operating entity for a financial services firm domiciled in Tennessee. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 08/23/2004 ADDRESS: 6055 Primacy Parkway, Suite 160, Memphis TN 38119, United States DESCRIPTION: I am the Sole Member and as such, I oversee all the activities of the business; the W2 employees and the 1099 financial advisors. 2)CSENGE ADVISORY GROUP POSITION: 1099 Employee NATURE: Investment advisory, financial planning and fee based asset management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 04/25/2016 ADDRESS: 4755 E Bay Drive, Clearwater FL 33764, United States DESCRIPTION: Investment advisory, financial planning and fee based asset management. 3)UNIVERSITY OF TENNESSEE AT MARTIN POSITION: Contract education services NATURE: The University of Tennessee at Martin is an instrumentality of the state of Tennessee university system. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 07/01/2024 ADDRESS: 554 University Street, Martin TN 38237, United States DESCRIPTION: We provide contract education services for the University Outreach program. Services include instruction in the University's Passport to Retirement course.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Jefferson Tolbert's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 28, 2016 - Present

BD

CRD#: 6627

NEW YORK, NY

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".

CA

CSENGE ADVISORY GROUP, LLC

CRD#: 131167 / SEC#: 801-72792

RIA

Registered Investment Advisory firm - (10/13/2011 Approved)

Florida

Registered Investment Advisory firm - (11/8/2011 Terminated)

Texas

Registered Investment Advisory firm - (11/15/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR

Alabama
(11/3/2025)

RR

Arizona
(11/3/2025)

RR

Arkansas
(11/3/2025)

RR

Colorado
(11/3/2025)

RR

Delaware
(11/3/2025)

RR

Georgia
(11/3/2025)

RR

Illinois
(11/3/2025)

RR

Indiana
(11/3/2025)

RR

Kansas
(11/3/2025)

RR

Louisiana
(11/3/2025)

RR

Mississippi
(11/3/2025)

RR

Missouri
(11/3/2025)

RR

Montana
(11/3/2025)

RR

Nevada
(11/3/2025)

RR

New York
(11/3/2025)

RR

North Carolina
(11/3/2025)

RR

North Dakota
(11/3/2025)

RR

Ohio
(11/3/2025)

RR

Pennsylvania
(11/3/2025)

RR

South Carolina
(11/3/2025)

IAR

Tennessee
(9/28/2016)

RR

Tennessee
(11/5/2025)

RR

Texas
(11/3/2025)

RR

Utah
(11/3/2025)

RR

Virginia
(11/3/2025)

RR

West Virginia
(11/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Current Firm

CA

CSENGE ADVISORY GROUP, LLC

CRD#: 131167 / SEC#: 801-72792

RIA

Registered Investment Advisory firm - (10/13/2011 Approved)

Florida

Registered Investment Advisory firm - (11/8/2011 Terminated)

Texas

Registered Investment Advisory firm - (11/15/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

4755 East Bay Drive, Clearwater, FL 33764

Mailing Address

Phone number

(727) 437-6000

Established

Firm type

Fiscal year end

# of Employees

79

SEC notice filing (45 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAG WRAP FEE PROGRAM (3/25/2025)

CAG ADV PART 2 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	14,643
AUM (Assets Under Management)	$ 2,882,684,461

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.

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Larry J. Tolbert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Jefferson Tolbert's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY ALLIANCE, LLC.

INTEGRITY ALLIANCE, LLC.

LION STREET ADVISORS, LLC

LION STREET FINANCIAL, LLC

FSC SECURITIES CORPORATION

PRIVATE CLIENT LLC

FSC SECURITIES CORPORATION

HOUSEHOLDER GROUP FINANCIAL ADVISORS, LLC

SECURITIES SERVICE NETWORK, LLC

OSAIC SERVICES, INC.

HOUSEHOLDER GROUP, ESTATE & RETIREMENT SPECIALISTS

SUNAMERICA SECURITIES, INC.

SAXONY CAPITAL MANAGEMENT, LLC

SAXONY SECURITIES, INC.

SYNDICATED CAPITAL, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

CSENGE ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/8/2000

SIE

Date: 10/1/2018

Series 7

Date: 10/23/2000

Series 24

Date: 7/28/2003

FINRA

Current Firm

CSENGE ADVISORY GROUP, LLC

Contact information

SEC notice filing (45 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CSENGE ADVISORY GROUP, LLC

TRUST BUT VERIFY

Similar Advisors