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Financial Advisors: Larry Trego

Larry Trego

Larry Trego

Financial Advisor

Service Area: Lancaster County, PA
Main Office: Fulton Bank - Lititz South Office, 1060 Lititz Pike, Lititz, PA 17543
Phone: 717-626-5018
Cell: 717-627-0191
Other Information: Sales Assistant, Taryn Shuffelbottom, 717-672-2059

In the financial industry since 1997, Larry helps his clients find appropriate solutions for retirement planning, Life and Long-Term care Insurance, education goals and estate planning. He works with his clients to gather information and develop a plan for his clients. After implementing the plan, Larry continually monitors the plan to help ensure that his clients' goals are achieved.

Larry joined Fulton Financial Advisors in 2000 after working at Prudential Insurance. Along with his Bachelor's degree in Accounting from Georgia State University, Larry holds his Series 6, 63, 26, 7, and 65.

Larry enjoys spending time with his wife Monica and his children. His hobbies include golfing, reading, and spending time working in his garden. Larry is also active in the community serving at the LCBC York Chruch and the Schreiber Pediatric Center.

Financial Guidance

  • Asset Allocation
  • Retirement Planning
  • Education Planning
  • Insurances and Annuities
  • Legacy Planning

Investment Choices

  • Stocks
  • Mutual Funds & ETFs
  • Fixed & Variable Annunities
  • Traditional, Roth & Simple IRAs
  • Corporate & Municipal Bonds
  • Government Securities
  • Long Term Care and Life Insurance

Your Rights as a Client

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Investment Consulting Process

Step 1: Determine Financial Objectives

The investment process begins with a comprehensive analysis of your present financial resources, liabilities, and objectives (both short and long term). Additionally I will assist you in articulating the level of risk at which you are comfortable.

Step 2: Developing a Plan

The key to creating your customized investment plan is my disciplined approach to the process of incorporating investment products that are suitable to your unique financial goals and objectives. My process encompasses your investment time horizon, risk tolerance, and tax considerations in the overall plan design.

Step 3: Implementation

It is important that you understand and are comfortable with all aspects of the investment plan. We will then move forward by implementing my specific recommendations.

Step 4: Tracking Performance

A key to a prudent financial plan is to make certain that your portfolio account stays on track after my recommendations have been implemented. I will closely monitor the performance of your portfolio account. We will meet on a regular basis to discuss the performance of your investments and determine if any adjustments are needed.

The above mentioned is a financial advisor with, and offers securities through, Raymond James Financial Services, Inc., Member FINRA/SIPC, an independent broker/dealer, (not affiliated with Fulton Financial Advisors or the Financial Institution) and are not insured by the FDIC or any other government agency or bank insurance, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal.