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Larry J. Lebow

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CRD#: 304910
LL

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 Joe Lebow was a registered financial advisor .

Larry is a previously registered financial advisor and started their career in finance in 1974. Larry had worked at 9 firms and has passed the Series 65, Series 63, Series 000, Series 1, Series 24 and Series 8 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

September 7, 2001 - December 31, 2010

WELLS INVESTMENT SECURITIES,INC.

BD
CRD#: 15252
NORCROSS, GA
Past

October 31, 1994 - December 31, 2006

GROVE POINT INVESTMENTS, LLC

RIA
CRD#: 1763
WICHITA FALLS, TX
Past

August 18, 1994 - October 8, 2008

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
WICHITA FALLS, TX
Past

April 30, 1986 - July 18, 1994

LARRY LEBOW INVESTMENTS, INC.

BD
CRD#: 17645
Past

April 4, 1986 - May 19, 1986

VCG SECURITIES, INC.

BD
CRD#: 15563
Past

November 3, 1977 - May 30, 1979

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

November 17, 1976 - July 24, 1977

SHEARSON HAYDEN STONE INC.

BD
CRD#: 7295
Past

December 4, 1974 - November 17, 1976

SHEARSON HAYDEN STONE INC.

BD
CRD#: 6774
Past

June 13, 1974 - December 21, 1974

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
Past

June 8, 1974 - April 9, 1986

LEHMAN BROTHERS INC.

BD
CRD#: 7506

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
IAR
Series 65
Date: 12/10/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 000
Date: 6/8/1974
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 6/8/1974
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 11/23/1983
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


WI
WELLS INVESTMENT SECURITIES,INC.
WELLS INVESTMENT SECURITIES,INC.

CRD#: 15252 / SEC#: , 8-31924

BD
Terminated by SEC on 02/15/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
Georgia since 04/20/1984
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WELLS REAL ESTATE FUNDS, INC.SHAREHOLDER
MAGGIORE, JILL WRIGHTCHIEF COMPLIANCE OFFICER1001068
MCCULLOUGH, ROBERT MICHAELTREASURER, CHIEF FINANCIAL OFFICER, FINOP4527932
SIMMONS, RANDY ALLENPRESIDENT & CHIEF EXECUTIVE OFFICER5494021

Disclosures


Regulatory Event2

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


WELLS INVESTMENT SECURITIES,INC.

CRD#: 15252

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