Larry
Weddle

Stifel, Nicolaus & Company, Inc

CRD#1162611
Investment Advisor
in Chattanooga, TN

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About this Advisor

Larry Weddle is a financial advisor working in Chattanooga, Tennessee with 8 years of relevant experience. Weddle is currently employed by Stifel, Nicolaus & Company, Inc. During their career, Weddle has held roles at Sterne Agee & Leach and Stifel, Nicolaus & Company, Inc. Weddle maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Tennessee. Stifel, Nicolaus & Company, Inc is an advisory business that has its headquarters in Saint Louis, MO. It has offices in 459 locations and a total of 6,729 people on staff. It handles $133 billion in total assets among its 334,814 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 1,312 charitable organizations. Of its 334,814 customer accounts, 24% belong to high-net-worth investors who have more than $1 million in assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules largely are based on which services the firm provides the client. However, fees billed by Stifel, Nicolaus & Company, Inc likely consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

412 Georgia Avenue Suite 100
Chattanooga, TN 37403-1845

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

TN Average: $11,469,110,461
Total Number of Employees

6,729

TN Average: 458
Total Number of Accounts

334,814

TN Average: 33,415
Average Account Size

$395,894

TN Average: $343,232

Investment Advisory Services

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

Larry Weddle Work History

Larry has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Stifel, Nicolaus & Company, Inc

2015 - Present (9 years)

Stifel, Nicolaus & Company, Inc

2009 - Present (15 years)

Sterne Agee & Leach

*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 Weddle 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 Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Eric Haley
Greensburg, PA
Heidi Chomatil
Los Angeles, CA
Devin Anthony
Indianapolis, IN
Peter Birdwell
San Francisco, CA
Dawne Rehm
Pensacola, FL
Michael Lieberman
Florham Park, NJ
Andrew Pagoulatos
Succasunna, NJ

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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