professional profile
Larry Lee Mathis, CFP
Overview
Larry Lee Mathis is an insurance agent, a registered representative and an investment adviser representative based in Phoenix, AZ, with 37 years in the industry.
- Years in the industry
- 37
- States licensed
- 9
- States registered
- 30
- Carrier appointments
- 14
Contact
2 business emails and 3 phone numbers on file
Registrations and licenses
- Licensed in 9 states
- Registered in 30 states
5 lines of authority, with every state and its dates
Firms
- United Planners' Financial Services of America a Limited PartnerCurrent firm
- Mathis Wealth ManagementCurrent firm
- Larry Mathis Financial PlanningCurrent firm
Employment history since 1993
Carriers
14 active carrier appointments
Book and practice
Firm assets under management on file
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