LT
Larry E. Thompson
AGDEAVOR INVESTMENTS
COLUMBUS, OH 43231
Some features on this profile are disabled
CRD#: 5539699
LT
Professional summary
Larry Eugene Thompson is a registered financial advisor currently at AGDEAVOR INVESTMENTS located in Columbus, Ohio and BALANCE WEALTH located in Chillicothe, Ohio.
Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Larry has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
AGDEAVOR INVESTMENTS; INVESTMENT-RELATED; 5898 CLEVELAND AVENUE, SUITE 201 COLUMBUS, OH 43231; FINANCIAL SERVICES; MANAGING MEMBER; START DATE: 06/2007; 80 HOURS PER MONTH; 80 HOURS PER MONTH DURING TRADING HOURS; MANAGES DAILY OPERATIONS AND OVERSEES THE FIRM'S STRATEGIC DIRECTION. HEARTLAND AGDEAVOR ASSOCIATION; INVESTMENT-RELATED; PRIVATE RESIDENCE IN COLUMBUS, OH; FINANCIAL SERVICES; EXECUTIVE DIRECTOR; START DATE: 11/2001; 80 HOURS PER MONTH; 40 HOURS PER MONTH DURING TRADING HOURS; PROVIDES MANAGEMENT AND ADMINISTRATION TO FOUR LLC's. THOMPSON BUSINESS ASSOCIATES; NOT INVESTMENT-RELATED; PRIVATE RESIDENCE IN COLUMBUS, OH; CONSULTING AND BUSINESS MANAGEMENT; PRESIDENT; START DATE: 03/2005; 80 HOURS PER MONTH; 40 HOURS PER MONTH DURING TRADING HOURS; PROVIDE CONSULTING AND BUSINESS MANAGEMENT ON A CONTRACT BASIS.
CRS (Client Relationship Summary) - RIA
Click below to view Larry Eugene Thompson's 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®
NoneExperience
Current
June 17, 2008 - Present
AGDEAVOR INVESTMENTS
Office #1: 5898 Cleveland Avenue Suite 201, Columbus, OH 43231RIA
CRD#: 147340
COLUMBUS, OH
Current
October 24, 2025 - Present
BALANCE WEALTH
RIA
CRD#: 329589
Chillicothe, OH
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".
BW
BALANCE WEALTH
BALANCE WEALTH | BALANCE WEALTH, LLC | BALANCE WEALTH PARTNERS LLC
CRD#: 329589 / SEC#: 801-131997
RIA
Registered Investment Advisory firm - (2/18/2025 Approved)Ohio
Registered Investment Advisory firm - (4/30/2025 Terminated)Texas
Registered Investment Advisory firm - (4/30/2025 Terminated)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
Ohio(6/17/2008)
Current Firm
BW
BALANCE WEALTH
BALANCE WEALTH | BALANCE WEALTH, LLC | BALANCE WEALTH PARTNERS LLC
CRD#: 329589 / SEC#: 801-131997
RIA
Registered Investment Advisory firm - (2/18/2025 Approved)Ohio
Registered Investment Advisory firm - (4/30/2025 Terminated)Texas
Registered Investment Advisory firm - (4/30/2025 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5701 North High Street Suite 100, Worthington, OH 43085
Mailing Address
Phone number
(800) 551-7787
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,019 |
| AUM (Assets Under Management) | $ 348,405,283 |
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.
