Larry A. Anderson

S.B. VALUE PARTNERS, L.P.

San Antonio, TX 78212

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CRD#: 3084294

Professional summary

Larry Allen Anderson, who also goes by Larry Allen Anderson, Larry Anderson, is a registered financial advisor currently at S.B. VALUE PARTNERS, L.P. located in San Antonio, Texas.

Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Larry has worked at 13 firms and has passed the Series 63, Series 65, Series 66, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Larry Allen Anderson | Larry Anderson

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) Name: Cloud Nine Pet Resort Location: 809 Boaz Cir., Wylie, TX 75098 Investment related (y/n): n Start date: September 2024 Position held: office staff Nature of outside business: pet care Hrs/mo: 16 Hrs/mo during securities trading: 0 Brief description of duties: assisting family friend with running pet care facility

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Allen Anderson's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 8, 2025 - Present

S.B. VALUE PARTNERS, L.P.

Office #1: 1903 San Pedro Avenue, San Antonio, TX 78212

RIA

CRD#: 139162

San Antonio, TX

Past

November 7, 2022 - January 3, 2025

BOK FINANCIAL SECURITIES, INC.

CRD#: 17530

Richardson, TX

Past

October 11, 2022 - January 3, 2025

BOK FINANCIAL SECURITIES, INC.

RIA

CRD#: 17530

Richardson, TX

Past

November 24, 2020 - October 5, 2022

S.B. VALUE PARTNERS, L.P.

RIA

CRD#: 139162

ARGYLE, TX

Past

March 13, 2019 - June 7, 2019

INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645

FARMERS BRANCH, TX

Past

April 16, 2018 - September 10, 2018

B. RILEY WEALTH MANAGEMENT

CRD#: 2543

DALLAS, TX

Past

April 16, 2018 - October 26, 2018

B. RILEY SECURITIES, INC.

CRD#: 25027

Dallas, TX

Past

January 22, 2016 - February 7, 2018

HILLTOP SECURITIES INC.

CRD#: 6220

Dallas, TX

Past

March 17, 2010 - January 22, 2016

FIRST SOUTHWEST COMPANY, LLC

CRD#: 316

Dallas, TX

Past

March 7, 2008 - March 24, 2010

TD AMERITRADE, INC.

RIA

CRD#: 7870

FORT WORTH, TX

Past

March 7, 2008 - March 24, 2010

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

FORT WORTH, TX

Past

March 7, 2008 - March 24, 2010

TD AMERITRADE, INC.

CRD#: 7870

FORT WORTH, TX

Past

May 13, 2005 - February 12, 2008

ADVISORS ASSET MANAGEMENT, INC.

RIA

CRD#: 46727

BOERNE, TX

Past

January 4, 2002 - February 12, 2008

ADVISORS ASSET MANAGEMENT, INC.

CRD#: 46727

BOERNE, TX

Past

January 1, 1999 - September 10, 2001

LUTHERAN BROTHERHOOD SECURITIES CORP.

CRD#: 4205

MINNEAPOLIS, MN

Past

August 5, 1998 - November 18, 1998

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 5, 1998 - November 18, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

S.B. VALUE PARTNERS, L.P.

CRD#: 139162 / SEC#: 801-66139

RIA

Registered Investment Advisory firm - (2/16/2006 Approved)

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

Texas
(1/8/2025)

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

Series 63

Date: 12/16/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/24/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/9/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 52TO

Date: 12/2/2022

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/4/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 3/13/2003

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 1/14/2003

General Securities Principal Examination

Current Firm

S.B. VALUE PARTNERS, L.P.

CRD#: 139162 / SEC#: 801-66139

RIA

Registered Investment Advisory firm - (2/16/2006 Approved)

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Contact information

Main Address

1903 San Pedro Avenue, San Antonio, TX 78212

Mailing Address

Po Box 15159, San Antonio, TX 78212

Phone number

(844) 728-2583

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SB VALUE PARTNERS BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts	110
AUM (Assets Under Management)	$ 5,003,057,444

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 A. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Allen Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOK FINANCIAL SECURITIES, INC.

BOK FINANCIAL SECURITIES, INC.

S.B. VALUE PARTNERS, L.P.

INTERNATIONAL ASSETS ADVISORY, LLC

B. RILEY WEALTH MANAGEMENT

B. RILEY SECURITIES, INC.

HILLTOP SECURITIES INC.

FIRST SOUTHWEST COMPANY, LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

ADVISORS ASSET MANAGEMENT, INC.

ADVISORS ASSET MANAGEMENT, INC.

LUTHERAN BROTHERHOOD SECURITIES CORP.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

S.B. VALUE PARTNERS, L.P.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/16/2022

Series 65

Date: 11/24/2020

Series 66

Date: 5/9/2005

Series 52TO

Date: 12/2/2022

SIE

Date: 10/1/2018

Series 7

Date: 8/4/1998

Series 53

Date: 3/13/2003

Series 24

Date: 1/14/2003

Current Firm

S.B. VALUE PARTNERS, L.P.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

S.B. VALUE PARTNERS, L.P.

TRUST BUT VERIFY

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