Larry
Sfinas
Secure Asset Management, L.L.C
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About this Advisor
Larry Sfinas is a financial advisor based in Southampton, Pennsylvania, working with Secure Asset Management, L.L.C. Larry has previously held positions at Scf Securities, Inc, Scf Investment Advisors, Inc, United Planners Financial Services, Guardian Academy And Indoor Range, Inc, Larry C Sfinas, Innovation Partners LLC, Prosperity Wealth Management, Inc, Fortune Financial Services, Inc, Securities America, Inc, Arbor Point Advisors, Csenge Advisory Group, Mass Mutual Life Insurance Company, and Mml Investors Services LLC. Larry has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Larry is part of Secure Asset Management, L.L.C, which operates out of Southampton, Pennsylvania. The firm has 18 offices and 46 employees. The firm manages assets totaling $599.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Secure Asset Management, L.L.C includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Secure Asset Management, L.L.C Brokerage Details
$599,576,285
46
3,698
$162,135
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Larry Sfinas Work History
Guardian Academy And Indoor Range, Inc
Larry C Sfinas
Mass Mutual Life Insurance Company
Mml Investors Services LLC
Csenge Advisory Group
Securities America, Inc
Arbor Point Advisors
Innovation Partners LLC
Prosperity Wealth Management, Inc
Fortune Financial Services, Inc
United Planners Financial Services
Scf Securities, Inc
Scf Investment Advisors, Inc
Disclosures
Please visit the SEC profile of Larry Sfinas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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