Larry Shaw AWMA®
Financial Advisor at Cordasco Financial Network- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English -
Topline Score
Bio
Credentials
-
PA Life and Health Insurance Producer License
-Jan, 2012- Sep, 2024 -
AWMA® Accredited Wealth Management Advisor
College for Financial Planning -
Series 63 & 66
-
Experience
-
Cordasco Financial Network
-
United States
-
Financial Services
-
1 - 100 Employee
-
Financial Advisor
-
Aug 2012 - Present
Financial Advisor: Relationship and Portfolio Manager - Investment Team Leader Cordasco Financial is an RIA firm emphasizing financial planning as key to invest management needs. Responsibilities • Manage investment portfolios and maintain relationships for a base of approximately 120 clients. • Provide yearly Financial and Retirement Plans for all clients and act as primary point of contact for any and all of their financial needs. • Work with clients to help them understand the standard of living their financial condition will allow them to enjoy now and in retirement. • Help develop new business for our company Show less
-
-
-
Charles Schwab
-
United States
-
Financial Services
-
700 & Above Employee
-
Vice President - Financial Consultant
-
Jan 1995 - Jul 2012
Financial Consultant V.P. • Maintained and developed on-going relationships with affluent clients based on investment advice using managed accounts, mutual funds, ETFs and individual equity selection to implement asset allocation, portfolio rebalancing and tactical positioning. • Provided financial planning and personal guidance for this base of clients. • Continuously generated new business to the firm through referrals, prospects and existing clients. • Provided need based investment advice ranging from total portfolio management through our Private Client group to individually constructed and personalized portfolios based on client's needs. • Attained “Circle of Excellence Award”, an internal performance recognition program in nine of past 10 years since it’s been implemented and maintained high Client Promoter scores on yearly basis for 17 years. • Grew client base to approximately 400 clients with $450 million in assets and accounts ranging from $250 thousand to $30 million. Show less
-
-
-
Olde Discount
-
United States
-
IT Services and IT Consulting
-
Investment Advisor & Branch Manager
-
1990 - 1993
Investment Advisor and Branch Manager • Investment Sales, Client Relationships and Portfolio Management • Handled all aspects of managing a branch office and mentoring a team of brokers while maintaining high production numbers and a growing client base. Investment Advisor and Branch Manager • Investment Sales, Client Relationships and Portfolio Management • Handled all aspects of managing a branch office and mentoring a team of brokers while maintaining high production numbers and a growing client base.
-
-
-
-
Investment Advisor
-
1989 - 1990
Investment Advisor - Stockbroker • Investment Sales, Client Relationships and Portfolio Management Investment Advisor - Stockbroker • Investment Sales, Client Relationships and Portfolio Management
-
-
-
Boenning & Scattergood, Inc.
-
United States
-
Financial Services
-
1 - 100 Employee
-
Investment Advisor - Stockbroker
-
1986 - 1989
Investment Advisor - Stockbroker • Investment Sales, Client Relationships and Portfolio Management Investment Advisor - Stockbroker • Investment Sales, Client Relationships and Portfolio Management
-
-
-
-
Investment Advisor - Stockbroker
-
Dec 1984 - Apr 1986
Investment Advisor - Stockbroker • Investment Sales, Client Relationships and Portfolio Management through cold calling Investment Advisor - Stockbroker • Investment Sales, Client Relationships and Portfolio Management through cold calling
-
-
Education
-
1972 - 1976
Berklee College of Music
Arranging & Composition - Instrumental Performance -
1971 - 1972
Windham College
Liberal Arts and Sciences, General Studies and Humanities -
1970 - 1971
C. W. Post University
Liberal Arts and Sciences, General Studies and Humanities
Community
