Larry A. Ellis
Professional summary
Larry Alexander Ellis is a registered financial advisor currently at VALUES FIRST ADVISORS, INC. located in Ponte Vedra, Florida.
Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Larry has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Larry Alexander Ellis's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 12, 2009 - Present
VALUES FIRST ADVISORS, INC.
Office #1: 203 Fort Wade Road Suite 105, Ponte Vedra, FL 32081March 21, 2007 - May 3, 2011
AMERICAN VALUES INVESTMENTS, INC.
Primary Firm SEC Registration
VALUES FIRST ADVISORS, INC.
CRD#: 148532 / SEC#: 801-70391
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/20/2017)
(2/4/2010)
(8/12/2009)
(1/22/2010)
Current Firm
VALUES FIRST ADVISORS, INC.
CRD#: 148532 / SEC#: 801-70391
Contact information
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,504 |
| AUM (Assets Under Management) | $ 201,956,787 |
Red Flags
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Company Information
VALUES FIRST ADVISORS, INC.
CRD#: 148532Ponte Vedra, FL 32081TRUST BUT VERIFY
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