Larry Bern Ade
Professional Summary
Larry Bern Ade was a registered financial advisor. Larry was a previously registered financial professional and started their career in finance 1976 - 2022. Larry had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 52 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
50 years in the financial services industry
Current & Past Employments
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Current Firm
COOPER MALONE MCCLAIN, INC. | INVESTMENT SERVICES CORPORATION | INVESTMENT ADVISORY CENTER
Contact Information
Main Address
7701 E. Kellogg Drive Suite 700, Wichita, KS 67207-1722Mailing Address
P O Box 781684, Wichita, KS 67278-1684Phone Number
(316) 685-5777Established
Kansas since 10/03/1986Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
3Documents
Direct owners and executive officers
Disclosures
Regulatory Event
3Civil Event
2Arbitration
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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