Larry
Ailes

Spc

CRD#4346778
Investment Advisor
in Conyers, GA

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About this Advisor

Larry Ailes is a financial advisor based in Conyers, Georgia, working with Spc. Larry has previously held positions at Larry Ailes & Associates, Larry Ailes And Associates, Sigma Financial Corporation, and Sigma Planning Company. Larry has passed the Series 63 regulatory exam and is registered to provide services in Alabama, California, Georgia, Louisiana, Maryland, Missouri, New York, and Texas. Currently, Larry is part of Spc, which operates out of Conyers, Georgia. The firm has 361 offices and 470 employees. The firm manages assets totaling $5.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Spc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Conyers, GA

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Spc Brokerage Details

Total Assets Under Management

$5,562,939,194

GA Average: $943,424,332
Total Number of Employees

470

GA Average: 21
Total Number of Accounts

30,541

GA Average: 1,586
Average Account Size

$182,147

GA Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Larry Ailes Work History

2013 - Present (11 years)

Sigma Financial Corporation

2013 - Present (11 years)

Sigma Planning Company

2000 - Present (24 years)

Larry Ailes And Associates

1999 - Present (25 years)

Larry Ailes & Associates

Disclosures

Please visit the SEC profile of Larry Ailes 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 Spc

Carlos Dardon
Salt Lake City, UT
Richard Colleoni
Mansfield, TX
Neal Sweeney
Richmond, VA
Derek Pritchard
Dublin, CA
Mark Pauwels
Ann Arbor, MI
Cheryl Harwell
Ann Arbor, MI
Margaret Swiess
Willowbrook, IL
John Trotter
Castle Rock, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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