Financial Advisors: Larry Trego
Service Area: Lancaster County, PA
Main Office: Fulton Bank - Lititz South Office, 1060 Lititz Pike, Lititz, PA 17543
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.
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
Step 2: Developing a Plan
Step 3: Implementation
Step 4: Tracking Performance
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.