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Larry Alexander Ellis

VALUES FIRST ADVISORS, INC.·GRAY, Tennessee
Series 65Clean record19 years registeredVALUES FIRST ADVISORS, INC.
101 OLD GRAY STATION ROAD, GRAY, TN 37615CRD# 5310413Firm CRD# 148532

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Larry Alexander Ellis · GRAY, TN
Registration
CRD #5310413 · VALUES FIRST ADVISORS, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

VALUES FIRST ADVISORS, INC.
Aug 2009 – present
AMERICAN VALUES INVESTMENTS, INC.
Mar 2007 – May 2011
GRAY, TN
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 21, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VALUES FIRST ADVISORS, INC.
CRD 148532 · SEC 801-70391
AUM
$190M
Regulatory assets under management
Employees
12
1,488 client accounts
Services offered by VALUES FIRST ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VALUES FIRST ADVISORS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Larry Alexander Ellis offer?
Larry Alexander Ellis specializes in Financial Planning, Investment Management. Contact their office in GRAY, Tennessee for a consultation.
What are Larry Alexander Ellis's credentials?
Larry Alexander Ellis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Larry Alexander Ellis located?
Larry Alexander Ellis is based in GRAY, Tennessee, working with VALUES FIRST ADVISORS, INC.. Their office serves clients in the GRAY metropolitan area and surrounding communities.
How does Larry Alexander Ellis charge for services?
Larry Alexander Ellis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALUES FIRST ADVISORS, INC.?
VALUES FIRST ADVISORS, INC. has approximately 12 employees and manages $190M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VALUES FIRST ADVISORS, INC.

Benjamin Patrick Nunn
GRAY, TN
James Harold Miller
GRAY, TN
Roy Elvin Nunn
GRAY, TN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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