Larry G. Autrey
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 Gene Autrey, who also goes by Larry Autrey, was a registered financial professional .
Larry is a previously registered financial professional and started their career in finance in 1999. Larry had worked at 5 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 7, 2008 - April 5, 2024
WPWEALTH LLP
October 1, 2004 - March 12, 2008
KESTRA INVESTMENT SERVICES, LLC
June 24, 2003 - March 12, 2008
KESTRA INVESTMENT SERVICES, LLC
December 11, 2002 - December 3, 2004
WHITLEY PENN FINANCIAL SERVICES, LLP
August 31, 1999 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
August 31, 1999 - April 18, 2002
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
WPWEALTH LLP
CRD#: 145467 / SEC#: 801-68528
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
WPWEALTH LLP
CRD#: 145467 / SEC#: 801-68528
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,581 |
| AUM (Assets Under Management) | $ 1,029,170,419 |
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.
