Larry Marks work email
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Larry Marks personal email
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With over 20 years of experience as an financial advisor, Larry has built a successful career rooted in his commitment to sustaining meaningful relationships and help guide his clients to achieving their financial goals. Larry creates cost-effective investment strategies designed to help each household build the financial health and prosperity necessary to transition and maintain wealth. These strategies are tailored specifically to individual client’s needs. His diligent, proactive, and attentive approach is designed to allow his clients to live more comfortable lives.Visit www.eleivafinancial.com to learn moreCA Insurance License #4260905--Securities and investment advisory services offered through &Partners, LLC, a Broker-Dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA, SIPCThird party posts on this profile do not reflect the views of &Partners, its Associated Persons or Affiliates, and have not been reviewed by &Partners as to the accuracy or completeness.The material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact Eleiva Financial. The testimonials/recommendations used may not be representative of the experience of other clients and are not indicative of future performance or success. Third Party posts are monitored for inappropriate language. Post using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.
Eleiva Financial &Partners
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Founder | Managing Director | Financial AdvisorEleiva Financial &Partners Nov 2024 - Present
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Senior Vice President - Investments At Laughlin, Marks, Porto, Whelan Wealth Management GroupWells Fargo Advisors Sep 1999 - Nov 2024Sewickley, PaI am a co-founder of the Laughlin, Marks, Porto, Whelan Wealth Management Group of Wells Fargo Advisors with 106 years of combined experience. We help build, manage, preserve and transition wealth. Every client goes through a comprehensive and detailed multi-meeting process in which we listen to concerns, analyze situations, implement cost-effective investment strategies and review progress over time. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals.I began my financial services career as a Financial Advisor with Prudential Securities in 1995. I then moved my financial practice to Wells Fargo Advisors in Pittsburgh, PA. I have served Pittsburgh area investors for 21 years and look forward to helping them meet their financial goals for many years to come.
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Financial AdvisorPrudential Securities Apr 1995 - Sep 1999
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ManagerL.J. Marks Jewelers 1983 - 1995
Larry Marks Education Details
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Duquesne UniversityBusiness Administration And Management, General
Frequently Asked Questions about Larry Marks
What company does Larry Marks work for?
Larry Marks works for Eleiva Financial &partners
What is Larry Marks's role at the current company?
Larry Marks's current role is Founder | Managing Director | Financial Advisor, Eleiva Financial &Partners.
What is Larry Marks's email address?
Larry Marks's email address is la****@****ors.com
What is Larry Marks's direct phone number?
Larry Marks's direct phone number is +172493*****
What schools did Larry Marks attend?
Larry Marks attended Duquesne University.
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Larry Marks
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