Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
134 clients
Average Client Portfolio
$569K average
Assets Under Management
$76.3M

Fee Structure

This document provides information about Larry Andreano, an Investment Adviser Representative of Advisory Advocates, LLC. It does not contain any fee information.

Areas of Practice
Investment Management
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Advisor Information

Office location

1910 Saint Joe Center Rd, Suite 32, Fort Wayne, IN, 46825

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Regulatory History (1)
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Regulatory
September 2021
Final
Other Business ActivitiesSells Insurance

Alan is the owner and president of Life Financial Wealth Management, through which he offers life and health insurance, as well as annuity products. This activity takes about half of his time.

Employment History
Current Registrations
Advisory Advocates LLC
January 2022 - Present · 4 yrs
Previous Registrations
Advisory Advocates LLC
October 2021 - November 2021 · 1 mo
Luminist Capital, LLC
June 2020 - March 2022 · 1 yr 9 mos
Wealth Watch Advisors, LLC
April 2018 - June 2020 · 2 yrs 2 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.
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