Nick Larry
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Nick Larry Email & Phone Number

Investment Advisor Representative at LPL at LPL Financial
Location: San Jose, California, United States 3 work roles 1 school
1 work email found @tfaconnect.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email n****@tfaconnect.com
LinkedIn Profile matched
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Current company
Role
Investment Advisor Representative at LPL
Location
San Jose, California, United States
Company size

Who is Nick Larry? Overview

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Quick answer

Nick Larry is listed as Investment Advisor Representative at LPL at LPL Financial, a with 7900 employees, based in San Jose, California, United States. AeroLeads shows a work email signal at tfaconnect.com and a matched LinkedIn profile for Nick Larry.

Nick Larry previously worked as Investment Advisor at Lpl Financial and Registered Representative at Transamerica Financial Advisors, Inc.. Nick Larry holds Bachelor'S Degree, Psychology from University Of California, Santa Cruz.

Company email context

Email format at LPL Financial

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nlarry@tfaconnect.com
76% confidence

AeroLeads found 1 current-domain work email signal for Nick Larry. Compare company email patterns before reaching out.

Profile bio

About Nick Larry

My goal is to empower individuals, families and businesses to better understand their current financial situation and create a plan to pursue their goals. Strong proponent that your finances should align with your values.

Listed skills include Marketing, Communication, Training, Strategy, and 1 others.

Current workplace

Nick Larry's current company

Company context helps verify the profile and gives searchers a useful next step.

LPL Financial
Lpl Financial
Investment Advisor Representative at LPL
san diego, california, united states
Website
Employees
7900
AeroLeads page
3 roles

Nick Larry work experience

A career timeline built from the work history available for this profile.

Investment Advisor

Current

San Rafael, California, United States

• Provided retirement plan services and advice to small businesses and HR teams, specializing in 401k, 403b, and IRA plans.• Collaborated with clients to develop customized investment strategies tailored to their financial goals.• Conducted in-depth financial analysis to optimize clients' retirement portfolios for long-term growth.

Aug 2024 - Present

Registered Representative

Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication tryingto effect a transaction in securities for compensation will not be made to persons in states where the financial professional is not registered.Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA). Member FINRA, MSRB, SIPC, and Registered Investment Advisor. 2191287-0522

Jul 2020 - Oct 2024
Team & coworkers

Colleagues at LPL Financial

Other employees you can reach at lpl.com. View company contacts for 7900 employees →

1 education record

Nick Larry education

FAQ

Frequently asked questions about Nick Larry

Quick answers generated from the profile data available on this page.

What company does Nick Larry work for?

Nick Larry works for LPL Financial.

What is Nick Larry's role at LPL Financial?

Nick Larry is listed as Investment Advisor Representative at LPL at LPL Financial.

What is Nick Larry's email address?

AeroLeads has found 1 work email signal at @tfaconnect.com for Nick Larry at LPL Financial.

Where is Nick Larry based?

Nick Larry is based in San Jose, California, United States while working with LPL Financial.

What companies has Nick Larry worked for?

Nick Larry has worked for Lpl Financial and Transamerica Financial Advisors, Inc..

Who are Nick Larry's colleagues at LPL Financial?

Nick Larry's colleagues at LPL Financial include David Sprague, Ricp®, Michael C. Houser, Mahesh Kundu, Susett Grijalva, and Christopher Marburger.

How can I contact Nick Larry?

You can use AeroLeads to view verified contact signals for Nick Larry at LPL Financial, including work email, phone, and LinkedIn data when available.

What schools did Nick Larry attend?

Nick Larry holds Bachelor'S Degree, Psychology from University Of California, Santa Cruz.

What skills is Nick Larry known for?

Nick Larry is listed with skills including Marketing, Communication, Training, Strategy, and Financial Services.

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