LM
Larry E. Myers
GOLDEN RESERVE RETIREMENT
Dublin, OH 43017
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CRD#: 6825433
LM
Professional summary
Larry E Myers Jr. is a registered financial advisor currently at GOLDEN RESERVE RETIREMENT, LLC located in Dublin, Ohio.
Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Larry has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.
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.
1.) UBER EATS & DOORDASH, FOOD DELIVERY 2.) Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 07/2023 - Retirement Planner - Golden Reserve, LLC is affiliated with Golden Reserve Retirement, LLC - 160 Hours/month devoted to other business - 6.5 Hours/month devoted to other business during securities trading hours - As a licensed insurance agent, recommend, sale and service of insurance products and fixed annuities through firm's affiliated insurance entity.
CRS (Client Relationship Summary) - RIA
Click below to view Larry E Myers Jr.'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
July 27, 2023 - Present
GOLDEN RESERVE RETIREMENT, LLC
Office #1: 270 Bradenton Avenue, Dublin, OH 43017Office #2: 4665 Douglas Cir Nw, Canton, OH 44718RIA
CRD#: 283588
Dublin, OH
Past
June 12, 2018 - June 13, 2023
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
MASSILLON, OH
Past
June 11, 2018 - June 13, 2023
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
MASSILLON, OH
Past
July 24, 2017 - May 29, 2018
CITIZENS SECURITIES, INC.
BD
CRD#: 39550
NORTH CANTON, 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".
GR
GOLDEN RESERVE RETIREMENT, LLC
GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC
CRD#: 283588 / SEC#: 801-121383
RIA
Registered Investment Advisory firm - (6/2/2021 Approved)Ohio
Registered Investment Advisory firm - (6/30/2021 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(7/27/2023)
IAR
Texas(7/10/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GR
GOLDEN RESERVE RETIREMENT, LLC
GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC
CRD#: 283588 / SEC#: 801-121383
RIA
Registered Investment Advisory firm - (6/2/2021 Approved)Ohio
Registered Investment Advisory firm - (6/30/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
270 Bradenton Avenue, Dublin, OH 43017
Mailing Address
Phone number
(855) 456-4777
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (28 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,183 |
| AUM (Assets Under Management) | $ 310,932,597 |
Red Flags
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