Larry Roth Email & Phone Number
Managing Director Investments, Senior Financial Advisor at AGR Wealth Management Group @ Wells Fargo Advisors
5 free lookup(s).
Larry Roth Location
- Beverly Hills, CA, US
Larry Roth Work
- 2024 - now Managing Director Investments, Senior Financial Advisor at AGR Wealth Management Group @
- 2014 - 2024 Executive Director, Private Wealth Advisor @ Morgan Stanley Private Wealth Management
- 2012 - 2024 Board of Directors @ Chase Foundation
- 2011 - 2014 Director @ Barclays
- 2005 - 2010 Vice President @ Northern Trust Corporation
- 2002 - 2005 Financial Advisor @ Merrill Lynch
- 2000 - 2002 Financial Adivsor @ UBS
Larry Roth Education
- United States Naval Academy
B.S. (Economics)
1993 - 1997 - Germantown Academy
High School (High School)
1988 - 1992 - University of California, Los Angeles - The Anderson School of Management
MBA
Larry Roth Skills
- Volunteer Management
- Wealth Management
- Financial Analysis
- Board Development
- Financial Planning
- Negotiation
- Directors
- Risk Management
- Non Profits
- Community Development
- Fundraising
- Education Planning
- Finance
- Community Organizing
Larry Roth Summary
- Larry Roth, based in Beverly Hills, CA, US, is currently a Managing Director Investments, Senior Financial Advisor at AGR Wealth Management Group at Wells Fargo Advisors. Larry Roth brings experience from previous roles at Morgan Stanley Private Wealth Management, Chase Foundation, Barclays and Northern Trust Corporation. Larry Roth holds a 1993 - 1997 B.S. in Economics @ United States Naval Academy. With a robust skill set that includes Volunteer Management, Wealth Management, Financial Analysis, Board Development, Financial Planning and more. Larry Roth has 7 emails and 6 mobile phone numbers on RocketReach.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Larry Roth?
Find contact details for 700 million professionals.
Top Wells Fargo Advisors Employees
Neil Canell
Managing Director - Investments
New York, NY, US
Ed Perez
Managing Director - Investments
Fort Worth, TX, US
Andrew Bitterlin
Managing Director- Investments
San Diego, CA, US
Gina Phillips
President
Spruce Pine, NC, US
Jerry Lakin
Vice President, Analytics Manager
St. Louis, MO, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co