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Larry R. Balliett

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CRD#: 11526
LB

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.

Larry Robert Balliett was a registered financial professional .

Larry is a previously registered financial professional and started their career in finance in 1969. Larry had worked at 13 firms and has passed the Series 63, Series 3, Series 5, Series 7, Series 000 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
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

June 25, 1998 - January 4, 1999

BANGOR SECURITIES, INC.

BD
CRD#: 4302
PORTLAND, ME
Past

December 4, 1995 - December 31, 1997

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

September 17, 1994 - November 6, 1995

ACUMENT SECURITIES, INC.

BD
CRD#: 7661
SAN FRANCISCO, CA
Past

March 22, 1993 - April 13, 1994

KEY INVESTMENTS INC.

BD
CRD#: 15873
CLEVELAND, OH
Past

April 15, 1992 - February 8, 1993

ACUMENT SECURITIES, INC.

BD
CRD#: 7661
SAN FRANCISCO, CA
Past

April 12, 1991 - January 15, 1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

June 27, 1990 - March 18, 1991

ACUMENT SECURITIES, INC.

BD
CRD#: 7661
SAN FRANCISCO, CA
Past

October 4, 1989 - June 21, 1990

WELLS FARGO SECURITIES, LLC

BD
CRD#: 7665
SAN FRANCISCO, CA
Past

August 25, 1989 - October 12, 1989

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

February 17, 1989 - August 25, 1989

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
NEW YORK, NY
Past

September 30, 1985 - October 12, 1989

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

October 1, 1984 - October 18, 1985

L. F. ROTHSCHILD & CO. INCORPORATED

BD
CRD#: 501
Past

May 27, 1981 - September 28, 1984

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

February 23, 1981 - June 11, 1981

LPL FINANCIAL LLC

BD
CRD#: 6413
Past

November 10, 1976 - November 25, 1977

BIRR, WILSON & CO., INC.

BD
CRD#: 93
Past

October 7, 1976 - November 29, 1976

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

May 27, 1975 - May 22, 1977

STARR & KUEHL, INC.

BD
CRD#: 3486
Past

February 25, 1969 - June 22, 1975

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

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
RR
Series 63
Date: 12/12/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 12/12/1981
Interest Rate Options Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 000
Date: 2/21/1969
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 2/21/1969
Registered Representative Examination

Current Firm


BS
BANGOR SECURITIES, INC.
BANGOR SECURITIES, INC. | LIVADA SECURITIES, INC.

CRD#: 4302 / SEC#: , 8-17960

BD
Terminated by SEC on 05/28/2007
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Contact information


Main Address
Mailing Address
Phone number
Established
Maine since 11/09/1969
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BANGOR SAVINGS BANK AND SUBSIDIARIES100% OWNER
BOSSIDY, ERIC GARETHVICE PRESIDENT/ CHIEF COMPLIANCE OFFICER2524738
CARLISLE, DAVID MDIRECTOR
CONLON, JAMES J.DIRECTOR
MACLEOD, JAMES APRESIDENT4372272
NICKERSON, BRUCE GTREASURER/OFFICER
PIASIO, GREGG MICHAELDIRECTOR1288289
STRONG, ROBERT ADIRECTOR

Disclosures


Regulatory Event3

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


BANGOR SECURITIES, INC.

CRD#: 4302

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