Larry
Isaacs
Mariner Platform Solutions
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About this Advisor
Larry Isaacs is a financial advisor based out of Los Angeles, California who has 1 year of relevant experience. Isaacs works at Mariner Platform Solutions. Their career trajectory has included roles at Dakota Financial Management, Adviceperiod, LLC and Mariner Platform Solutions. Isaacs holds a Series 63 license, designating them as a securities representative, and is able to operate in California. Mariner Platform Solutions is a business based in Leawood, KS. The firm has offices in 33 locations and a total of 75 employees. It administers $3 billion in total assets among its 6,916 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 6,916 accounts, 37% belong to high-net-worth individuals who have at least $1 million in assets. Mariner Platform Solutions has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors largely are based on which service is provided. However, fees charged by Mariner Platform Solutions likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mariner Platform Solutions Brokerage Details
$3,057,968,593
75
6,916
$442,159
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Larry Isaacs Work History
Larry has been registered as a financial advisor for 1 years.*
Mariner Platform Solutions
Adviceperiod, LLC
Dakota Financial Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Larry Isaacs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mariner Platform Solutions
East Greenwich, RI
Wimberley, TX
Athens, GA
Valley Village, CA
Hollywood, FL
Brookline, MA
Stevens Point, WI
Warrenton, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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