Larry W. Makatura
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 William Makatura, AIF®, CFP® was a registered financial professional .
Larry is a previously registered financial professional and started their career in finance in 1989. Larry had worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1993
Experience
March 14, 2024 - January 28, 2026
TRILOGY CAPITAL, INC.
October 24, 2005 - April 23, 2011
FINANCIAL PARTNERS
December 31, 1997 - December 31, 2025
LPL FINANCIAL LLC
February 16, 1996 - December 31, 2025
LPL FINANCIAL LLC
November 24, 1989 - March 11, 1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
November 24, 1989 - March 11, 1996
OSAIC FA, INC.
Primary Firm SEC Registration
TRILOGY CAPITAL, INC.
CRD#: 281597 / SEC#: 801-106922
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
TRILOGY CAPITAL, INC.
CRD#: 281597 / SEC#: 801-106922
Contact information
SEC notice filing (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 18,988 |
| AUM (Assets Under Management) | $ 3,210,026,097 |
Red Flags
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