LM
Larry J. Mcgrory
YOUR CHOICE FINANCIAL LLC
Dix Hills, NY
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CRD#: 2384420
LM
Professional summary
Larry Jamie Mcgrory, who also goes by Larry James Mcgrory, Jamie Mcgrory, is a registered financial advisor currently at YOUR CHOICE FINANCIAL LLC located in Dix Hills, New York.
Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Larry has worked at 11 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Larry James Mcgrory | Jamie Mcgrory
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) CONTINUING EDUCATION PROCTOR AND INSTRUCTOR FOR LIFE, HEALTH, PC AGENTS; PROCTOR/INSTRUCTOR ; INVESTMENT RELATED: NO; 22 REDWOOD DRIVE DIX HILLS NEW YORK 11746 UNITED STATES; HAND OUT TESTS - MARK THEM AND SUBMIT -- ALSO ZOOM WEBINARS WHERE I LECTURE ON APPROVED CE COURSES FOR AGENTS AND BROKERS WHO REGISTER THROUGH POHS ; 2019-07-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 8;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 0; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 5; 2) SUNY Cortland Alumni Association. Not Investment related. Located at Brockway Hall, Room 207, 21 Graham Ave. Cortland, NY 13045. Nature - Alumni Association. Position - Board member. Start - 2016. 2 hours per month not during trading hours. Duties - Alumni Awards for Distinguished Alumni. 3) Larry J. McGrory Property and Casualty Insurance. Not Investment related. Located at 22 Redwood Drive, Dix Hills, NY 11746. Nature - Property and Casualty Insurance. Position - Broker. Start - 08/2020. 4 hours per month, 1 hour during trading hours. Duties - providing options for auto, home and commercial Insurance for clients. 4) Teaching Adult ED at Half Hallow High School Dix Hills. Could end up with Clients. Half Hallow Rd., Dix Hills, NY 11746 - 525 Half Hollow Rd. Adult Education. Instructor. 2023-06-01; Duties: instruct those attending as to options regarding long term care, basic estate planning, social security ; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 6; Percentage of total yearly compensation expected to be derived from the business: 0; 5) Vesta Divorce - Long Island Hub. Investment Related. At Registered Location. Provide Guidance to Individuals Pre, During, and After Divorce. Advisor for Long Island Hub of Professional. 6/2022. 2-4 Hrs/Mo; All During Trading Hours. The Financial Professional in the Hub that has Other Professionals. 6) Medicare/Medicaid Sales. Investment Related. At Registered Location. Selling Medicare/Medicaid Advantage Plans. Agent. 10/2022. 6 Hrs/Mo; 3 During Trading Hours. Sales of Medicare/Medicaid. 7) Your Choice Financial. Investment Related. At Registered Location. RIA. IAR. 05/2022. 160 Hrs/Mo; All During Trading Hours. Investment Advisor. 8) Solutions Brokerage Network LLC; Partner; Investment related: Yes; 22 Redwood Drive Dix Hills NY 11746 United States; Fixed insurance products ; Duties: sell fixed products and recruit insurance brokers ; 2023-03-01; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 15; 9) LVED Financial Network LLC; Minority Owner; Investment related: No; 12218 Red Pine Place, Estero, FL 33928, United States; Developer of an estate-planning and legacy-management technology platform; Duties: minor shareholder with no official capacity or active role; Start date: upon signing of share agreement; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0%.
CRS (Client Relationship Summary) - RIA
Click below to view Larry Jamie Mcgrory'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
June 28, 2022 - Present
YOUR CHOICE FINANCIAL LLC
RIA
CRD#: 321169
Dix Hills, NY
Past
May 20, 2022 - November 20, 2023
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
ALBANY, NY
Past
June 14, 2021 - May 23, 2022
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
Melville, NY
Past
March 21, 2018 - May 23, 2022
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Melville, NY
Past
May 24, 2016 - March 16, 2018
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
MELVILLE, NY
Past
December 22, 2015 - March 16, 2018
NYLIFE SECURITIES LLC
BD
CRD#: 5167
MELVILLE, NY
Past
August 22, 2012 - January 15, 2015
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
WOODBURY, NY
Past
July 10, 2012 - January 15, 2015
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
WOODBURY, NY
Past
February 3, 2012 - June 29, 2012
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
UNIONDALE, NY
Past
February 3, 2012 - June 29, 2012
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
UNIONDALE, NY
Past
October 20, 2004 - February 3, 2012
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
WESTBURY, NY
Past
May 14, 1996 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
May 14, 1996 - February 3, 2012
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
WESTBURY, NY
Past
September 12, 1994 - January 30, 1996
PRIME CAPITAL SERVICES, INC.
BD
CRD#: 18334
POUGHKEEPSIE, NY
Past
December 2, 1993 - July 7, 1994
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
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
New York(6/28/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
YC
YOUR CHOICE FINANCIAL LLC
FIORE WEALTH MANAGEMENT GROUP | YOUR CHOICE FINANCIAL LLC | TERRY MORTON WEALTH ADVISORS LLC
CRD#: 321169 / SEC#:
Alabama
Registered Investment Advisory firm - (1/26/2024 Approved)California
Registered Investment Advisory firm - (6/13/2023 Approved)Connecticut
Registered Investment Advisory firm - (6/6/2024 Approved)Florida
Registered Investment Advisory firm - (5/26/2022 Approved)Maine
Registered Investment Advisory firm - (6/23/2025 Approved)Nevada
Registered Investment Advisory firm - (11/1/2022 Approved)New York
Registered Investment Advisory firm - (6/14/2022 Approved)Texas
Registered Investment Advisory firm - (6/23/2022 Conditional Restricted)Wisconsin
Registered Investment Advisory firm - (9/18/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
St. Cloud, FL
Mailing Address
6900 Tavistock Lakes Blvd. Suite 400, Orlando, FL 32827
Phone number
(407) 863-1889
Established
Firm type
Fiscal year end
# of Employees
7
Regulatory assets under management
| Total Number of Accounts | 185 |
| AUM (Assets Under Management) | $ 36,986,017 |
Red Flags
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