Larry V. Parman

INTREPID FINANCIAL SERVICES

Oklahoma City, OK 73134

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CRD#: 858972

Professional summary

Larry Vance Parman is a registered financial advisor currently at INTREPID FINANCIAL SERVICES, LLC located in Oklahoma City, Oklahoma.

Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. Larry has worked at 15 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 39 and Series 53 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) INDEPENDENT INSURANCE AGENT -DBA OKLAHOMA FINANCIAL NETWORK LLCAND/OR LARRY V. PARMAN FOR DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, MEDICARE RELATED PRODUCTS-FROM BUSINESS ADDRESS- 0HRS INVOLVED-DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, & MEDICARE RELATED PRODUCTS-12/1987. 2) LIMITED PARTNER PARMAN FAMILY LTD PARTNERSHIP FROM ALBANY, MO - 0 SECURITY HOURS AND 0 NON SECURITY HOURS - SINCE 12/1989 3) PARTNER PARMAN AND PARMAN FROM ALBANY, MO - 0 HOURS SINCE 12/1974 4)CONTRIBUTING WRITE DAILY OKLAHOMAN 0 SECUIRTY HOURS - SINCE 12/1992 5) CONTRIBUTING WRITER CEO MAESTRO.COM - 0 HOURS SINCE 01//2011 6)OWNER, FOUNDER, CONTRIBUTING WRITER - HTTP://LARRYPARMAN.COM - 0 HOURS SINCE 01/2009 7)MEMBER OF ARTE FOUNDATION INC LLC FROM OKLAHOMA CITY, OK 0 HOURS - SINCE 12/2006 8) OWNER NOTCH IT UP STRATEGIES LLC - FROM OKLAHOMA CITY, OK - 0 SECURITY HOURS - SINCE 01/2009 9)OWNER FOUNDER CEO MAESTRO.COM FROM OKLAHOMA CITY, OK - 0 HOURS SINCE 01/2009 10) Attorney, The Parman Group Law Firm dba Parman & Easterday; not investment-related; providing estate planning services; 13913 Quail Pointe Drive, Suite B, Oklahoma City, OK 73134; 10 hours securities; 10 hours non-securities. Started 01/1985 11) Partner Passive Investor for Parman, Parman, and Trammell; not investment-related; 13913 Quail Pointe Drive, Suite B, Oklahoma City, OK 73134; 0 security hours and 0 non-security hours; started 12/1975 12) Owner Notch It Up Strategies LLC; not investment-related; providing coaching and consulting to business owners to grow their business; 13913 Quail Pointe Drive, Suite B, Oklahoma City, OK; 0 security hours and 0 non-security hours; started 01/2009;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Vance Parman'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®

None

Experience

Current

July 22, 2015 - Present

INTREPID FINANCIAL SERVICES, LLC

Office #1: 13913 Quail Pointe Drive Suite B, Oklahoma City, OK 73134

RIA

CRD#: 214513

Oklahoma City, OK

Past

April 16, 2012 - August 14, 2015

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

OKLAHOMA CITY, OK

Past

January 17, 2012 - August 14, 2015

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

OKLAHOMA CITY, OK

Past

March 15, 2004 - December 21, 2011

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

OKLAHOMA CITY, OK

Past

August 12, 2003 - December 21, 2011

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

OVERLAND PARK, KS

Past

January 24, 2001 - November 14, 2002

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

August 8, 1996 - December 14, 2000

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

SCOTTSDALE, AZ

Past

November 28, 1994 - September 13, 1995

CORPORATE BENEFIT SECURITIES, INC.

CRD#: 13975

MISSION VIEJO, CA

Past

September 5, 1991 - November 11, 1994

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

April 5, 1988 - September 12, 1989

GREEN HILL FINANCIAL SERVICE CORPORATION

CRD#: 4882

Past

June 23, 1986 - December 21, 1987

GLOBAL INVESTOR SECURITIES, INC.

CRD#: 7514

Past

June 12, 1984 - June 20, 1986

METRO SECURITIES, INC.

CRD#: 10260

Past

January 4, 1982 - July 13, 1983

PARMAN-HUFF, INCORPORATED

CRD#: 10240

Past

April 15, 1981 - January 4, 1984

HUFF-MCMILLIN, INCORPORATED

CRD#: 8346

Past

February 11, 1980 - February 15, 1981

WOOLSEY & COMPANY, INCORPORATED

CRD#: 7012

Past

November 2, 1978 - August 2, 1979

BOETTCHER & COMPANY, INC.

CRD#: 101

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

Oklahoma
(7/22/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/10/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/27/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/14/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/21/1978

General Securities Representative Examination

Principal/Supervisory Exam

Series 39

Date: 9/25/1981

Direct Participation Programs Principal Examination

Principal/Supervisory Exam

Series 53

Date: 6/4/1980

Municipal Securities Principal Examination

Current Firm

INTREPID FINANCIAL SERVICES, LLC

INTREPID FINANCIAL SERVICES, LLC | PARMAN FINANCIAL COACHING, LLC | PARMAN FINANCIAL COACHING LLC

CRD#: 214513 / SEC#:

Oklahoma

Registered Investment Advisory firm - (7/22/2015 Approved)

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Contact information

Main Address

13913 Quail Pointe Drive Suite B, Oklahoma City, OK 73134

Mailing Address

Phone number

(405) 843-6100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Contact information

xxxxx@xxxx.xxx

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Larry V. Parman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Vance Parman's CRS (Customer Relationship Summary).

Certified licenses

Experience

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

WOODBURY FINANCIAL SERVICES, INC.

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CORPORATE BENEFIT SECURITIES, INC.

MONY SECURITIES CORPORATION

GREEN HILL FINANCIAL SERVICE CORPORATION

GLOBAL INVESTOR SECURITIES, INC.

METRO SECURITIES, INC.

PARMAN-HUFF, INCORPORATED

HUFF-MCMILLIN, INCORPORATED

WOOLSEY & COMPANY, INCORPORATED

BOETTCHER & COMPANY, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/10/2003

Series 63

Date: 5/27/1981

SIE

Date: 8/14/2015

Series 7

Date: 10/21/1978

Series 39

Date: 9/25/1981

Series 53

Date: 6/4/1980

Current Firm

INTREPID FINANCIAL SERVICES, LLC

Contact information

Documents

Red Flags

Company Information

INTREPID FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

Contact information

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