Larry
Ellis
Values First Advisors, Inc
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About this Advisor
Larry Ellis is a financial advisor based in Johnson City, Tennessee, working with Values First Advisors, Inc. Larry has previously held a position at Values First Advisors, Inc. Larry has passed the Series 65 regulatory exam and is registered to provide services in Florida, Louisiana, Tennessee, and Texas. Currently, Larry is part of Values First Advisors, Inc, which operates out of Johnson City, Tennessee. The firm has 3 offices and 12 employees. The firm manages assets totaling $190.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Values First Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Values First Advisors, Inc Brokerage Details
$190,075,740
12
1,488
$127,739
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Larry Ellis Work History
Values First Advisors, Inc
Disclosures
Please visit the SEC profile of Larry Ellis 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 Values First Advisors, Inc
Johnson City, TN
Johnson City, TN
Johnson City, TN
De Soto, KS
Greenville, IL
Johnson City, TN
Johnson City, TN
Johnson City, TN
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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