Partnerships

Before becoming the esteemed businessman and financial advisor we know him as, Larry pursued studies at UC Berkeley, majoring in Political Science and Business. His journey led him to proudly serve in the U.S. Army as a military intelligence officer. Concluding his military service, Larry cultivated a broad business background working in management consulting for over 15 years with global consulting firm Proudfoot. With his problem-solving skills and combination of passion for reading and self-study, Larry received financial investment licenses as well as life and disability insurance licenses. In this time Larry created LMC Financial Services where he prided himself on providing consistently sound advice, independent judgement, and personalized service. As a financial advisor and broker, he operated his own brokerage in Arcadia, CA for over 40 years. He was a proud advocate for his clients both in their personal wellbeing as well as their financial successes.

Beyond his professional accomplishments, Larry has been an active contributor to many organizations and causes such as, the Arcadia Chamber of Commerce, serving on their Board of Directors. He passionately raised funds for the Leukemia and Lymphoma Society and even completed marathons sponsored by them. Larry has recently relocated to Laguna Hills, bringing new joy to his life in being minutes away from his son Matt, daughter-in-law Sahar, and grandchildren Mason and Mia.

As we look back at Larry’s career and accomplishments, we’d like to make sure to share that as he transitions to his new role as “client,” I will still be able to count on him to continue our informal conversations about holdings and strategy and will be on the receiving side of his demand that we only perform in excellence. In closing, we want to emphasize that this transition doesn’t mark the end of friendships but rather a new chapter. Larry remains a valuable part of our network, and we encourage everyone to reach out to him at any time. Our shared journey may evolve, but the bonds we’ve built remain strong.

All the Best! -

Rob

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. For more information about LPL Financial, visit www.lpl.com.

  *Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report)