Larry R. Daniels

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CRD#: 2322859

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 Reid Daniels, who also goes by Larry Reid Daniels Sr, was a registered financial professional .

Larry is a previously registered financial professional and started their career in finance in 1997. Larry had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Larry Reid Daniels Sr

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.

- DANIELS INSURANCE AND FINANCIAL; LOCATED AT 8959 DAYTON PIKE, SODDY DAISY, TN 37379, SELL INSURANCE AND ANNUITIES FOR COMMISSION.

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 15, 2017 - April 22, 2022

VIRTUE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 167816

Soddy Daisy, TN

Past

January 13, 2014 - November 9, 2016

DEMPSEY LORD SMITH, LLC

CRD#: 141238

SODDY DAISY, TN

Past

February 17, 2011 - March 8, 2013

CENTER STREET SECURITIES, INC.

CRD#: 26898

SODDY DAISY, TN

Past

March 30, 2010 - July 28, 2010

BROKERSXPRESS LLC

CRD#: 127081

SODDY DAISY, TN

Past

February 11, 2009 - March 9, 2010

USA FINANCIAL SECURITIES LLC

CRD#: 103857

SODDY DAISY, TN

Past

July 18, 2005 - December 2, 2008

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

SODDY DAISY, TN

Past

October 12, 2004 - July 5, 2005

G. A. REPPLE & COMPANY

RIA

CRD#: 17486

SODDY DAISY, TN

Past

October 5, 2004 - July 5, 2005

G. A. REPPLE & COMPANY

CRD#: 17486

CASSELBERRY, FL

Past

March 15, 2004 - September 14, 2004

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

CHATTANOOGA, TN

Past

September 18, 2002 - September 14, 2004

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

March 1, 2001 - September 20, 2002

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

December 2, 1997 - March 14, 2001

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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".

VIRTUE CAPITAL MANAGEMENT, LLC

CRD#: 167816 / SEC#: 801-79938

RIA

Registered Investment Advisory firm - (6/25/2014 Approved)

Arizona

Registered Investment Advisory firm - (7/1/2014 Terminated)

California

Registered Investment Advisory firm - (7/31/2014 Terminated)

Florida

Registered Investment Advisory firm - (7/1/2014 Terminated)

Georgia

Registered Investment Advisory firm - (7/1/2014 Terminated)

Kentucky

Registered Investment Advisory firm - (7/2/2014 Terminated)

New Jersey

Registered Investment Advisory firm - (7/11/2014 Terminated)

Ohio

Registered Investment Advisory firm - (7/1/2014 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/1/2014 Terminated)

Tennessee

Registered Investment Advisory firm - (7/31/2014 Terminated)

Texas

Registered Investment Advisory firm - (7/1/2014 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.

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/10/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/3/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/9/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/1/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/2/2001

General Securities Principal Examination

Current Firm

VIRTUE CAPITAL MANAGEMENT, LLC

CRD#: 167816 / SEC#: 801-79938

RIA

Registered Investment Advisory firm - (6/25/2014 Approved)

Arizona

Registered Investment Advisory firm - (7/1/2014 Terminated)

California

Registered Investment Advisory firm - (7/31/2014 Terminated)

Florida

Registered Investment Advisory firm - (7/1/2014 Terminated)

Georgia

Registered Investment Advisory firm - (7/1/2014 Terminated)

Kentucky

Registered Investment Advisory firm - (7/2/2014 Terminated)

New Jersey

Registered Investment Advisory firm - (7/11/2014 Terminated)

Ohio

Registered Investment Advisory firm - (7/1/2014 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/1/2014 Terminated)

Tennessee

Registered Investment Advisory firm - (7/31/2014 Terminated)

Texas

Registered Investment Advisory firm - (7/1/2014 Terminated)

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Contact information

Main Address

6 Cadillac Dr. Suite 310, Brentwood, TN 37027

Mailing Address

Phone number

(615) 340-0801

Established

Firm type

Fiscal year end

# of Employees

110

SEC notice filing (43 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VCM ADV PART 2A (3/28/2024)

Regulatory assets under management

Total Number of Accounts	6,111
AUM (Assets Under Management)	$ 787,466,707

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.

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Advisor Monitoring

Firm Stability Insights

Larry R. Daniels

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

DEMPSEY LORD SMITH, LLC

CENTER STREET SECURITIES, INC.

BROKERSXPRESS LLC

USA FINANCIAL SECURITIES LLC

ALLSTATE FINANCIAL SERVICES, LLC

G. A. REPPLE & COMPANY

G. A. REPPLE & COMPANY

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

RAYMOND JAMES FINANCIAL SERVICES, INC.

EDWARD JONES

Primary Firm SEC Registration

VIRTUE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/10/2017

Series 63

Date: 12/3/1997

SIE

Date: 11/9/2016

Series 7

Date: 12/1/1997

Series 24

Date: 7/2/2001

Current Firm

VIRTUE CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (43 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VIRTUE CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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