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Larry Gray

Advisor at Edward Jones

Updated today

Location

Arcadia, LA 71001

Credentials

Series 63, Series 66

Industry experience

18 years

About

Larry Gray is a financial advisor with Edward Jones in Arcadia, LA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at Hardin Simmos University and Kingray Land LLC, where he remains managing member of an investment holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and a nationwide network of over 23,700 financial advisors. The firm offers various managed solutions, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

2324 Thornhill

Arcadia, LA 71001

Most active in

Louisiana · Texas

Work history

Edward Jones

2017 - Present (9 years)

Hardin Simmos University

2012 - 2017 (5 years)

Kingray Land Llc

2008 - 2017 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert A

Series 63, Series 66

Gibsland, LA

Tucker Asset Management LLC

Robert Anglin is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. His career includes roles at LPL Financial and Investment Centers of America, with over two decades at GBT Financial Services, where he is also a licensed insurance agent. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm employs a top-down macroeconomic asset-allocation process and integrates alternative investments, including private or non-liquid assets, to implement diversified portfolios.

Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Scott C

Series 65

Arcadia, LA

Tucker Asset Management LLC

Scott Canady is a Series 65-licensed advisor at Tucker Asset Management LLC with one year of industry experience. Before joining Tucker Asset Management, he worked at GBT Financial Services, Inc. and Gibsland Bank & Trust. He also served on the Bienville Parish School Board for nine years. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm uses a top-down, macroeconomic asset-allocation process and incorporates a range of strategies including growth, fixed income, direct indexing, and alternative investments.

Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Shane D

Series 66

Simsboro, LA

Transamerica Retirement Advisors, LLC

Shane Dooley is a Series 66-licensed financial advisor with 18 years of industry experience. He currently works with Transamerica Retirement Advisors, LLC and previously spent ten years at LPL Financial. Outside of his advisory role, he maintains a small personal enterprise selling excess eggs from his chickens to acquaintances. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing programs focused on asset allocation, contribution rate, and retirement age guidance. The firm utilizes proprietary software and model portfolios from Morningstar Investment Management to deliver both managed and non-discretionary advisory services.

General retirement planning Retirement income strategy Income planning
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Brooks H

Series 66

Dubach, LA

LPL Financial

Brooks Harris is a Series 66-licensed advisor with 26 years of industry experience, currently with LPL Financial since 2019. He previously worked at FSC Securities Corp and Commonwealth Financial Network. Outside of his advisory role, he is involved with Martin Company Holdings LLC, a non-investment-related business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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