Our Qualifications

 

 

Born in New Orleans, Larry Cogdell has 44 years of international experience in the financial services industry helping clients work torwards their goals of financial security. 

 

He is a Certified Financial Planner® practitioner (CFP®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®) and LUTC Fellow (LUTCF).  He is a licensed insurance agent and consultant in the state of Oregon.  He is a Registered Principal and Investment Advisory Associate of the Medford branch office of SagePoint Financial, Incorporated.  Securities registrations held include the Series 7, 24, 53, 63 and 66. 

 

He has served companies in the capacity of Training Director and senior sales management.  For five years he moderated the LUTC's programs in insurance, business and estate planning.  His articles and letters on financial planning have appeared in many trade journals and local newspapers.  He has spoken nationally on the subjects of investment and estate planning.  He has been heard on several local and national radio shows.  For more than fourteen years, his financial planning radio show has aired weekly on KCMX's 880 AM  in Medford, Oregon. 

 

Larry is a member of the Chamber Medford / Jackson County and the Southern Oregon Estate Planning Council. He previously served on Boards of the Ashland Community Hospital Foundation and the Crater Lake Council of the Boy Scouts of America.  He currently serves on the Boards of Wilderness Trails and the Rogue Eagles RC Club.

 

Updated 05/19/2016