Larry Swaney

Partner
919.276.5157 [email protected]

Professional

Larry has been in the investment business for 40 years, starting with Robinson Humphrey, moving to AG Edwards then through two mergers to Wells Fargo Advisors. Prior to his investment career, he worked in public accounting for five years and ten years in private industry. He graduated from East Carolina University with a bachelor's degree in accounting. He obtained his Certified Public Accountant license. Although not practicing accounting, this is a real benefit in dealing with various aspects of investing and planning.

Larry works with individuals, families, and small businesses to provide comprehensive investment planning and ongoing management.

Security Licenses

CA Insurance License: OE62524. State of Residence: NC

Personal

A Pennsylvania native that after graduation from ECU made North Carolina home. He and his wife Lynn live in Clayton. He has served on Make A Wish Finance Committee and the Board of Read and Feed both nonprofit organizations working with children.

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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