Larry Mcgrory
Advisor at Your Choice Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Your Choice Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Your Choice Financial LLC
Location
Dix Hills, NY
Credentials
ChFC®, Series 63, Series 65
Industry experience
30 years
Larry McGrory is a financial advisor at Your Choice Financial LLC with 30 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Mass Mutual Life Insurance Co, Eagle Strategies LLL, and New York Life Insurance Company. Outside of advising, McGrory serves as a board member of the SUNY Cortland Alumni Association, teaches adult education courses on long-term care and estate planning, and is involved in providing guidance through the Vesta Divorce Long Island Hub. Your Choice Financial LLC provides portfolio management, financial planning, and pension/401(k) consulting to individuals, pension plans, and business entities. The firm manages diversified portfolios using a combination of charting, cyclical analysis, modern portfolio theory, and quantitative techniques, emphasizing long-term trading and tailoring plans to clients’ objectives and risk tolerance.
Based on Your Choice Financial LLC
Based on Your Choice Financial LLC
Financial planning fixed fees range from $600 to $20,000 based on complexity
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.40% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: Negotiable
Dix Hills, NY
New York
Your Choice Financial LLC
2022 - Present (4 years)
Purshe kaplan Sterling Investments
2022 - 2023 (1 year)
Your Choice Financial
2022 - Present (4 years)
Mass Mutual Life Insurance Co
2018 - 2022 (4 years)
MML Investors Services, LLC
2018 - 2022 (4 years)
Eagle Strategies LLL
2016 - 2018 (2 years)
New York Life Insurance Company
2015 - 2018 (3 years)
NYLIFE Securities LLC
2015 - 2018 (3 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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