LL
Larry Lee Mathis
CRD 2282125
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Larry Mathis Financial Planning, L.L.C. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Larry Mathis Financial Planning, L.L.C.
Managing Member And Chief Compliance Officer · 75% or more · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗