Our Qualifications

Born in New Orleans, Larry Cogdell has over 34 years of international experience in the financial services industry helping clients work torwards the goals of financial security. 

 

He is a Certified Financial Planner® practitioner, Chartered Life Underwriter and LUTC Fellow.  He is a licensed insurance agent, consultant and life settlement broker in the state of Oregon.  He is the manager, Registered Principal and Advisory Associate of the Medford branch office of AIG Financial Advisors.  Securities licenses 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 nine years, his financial planning radio show has aired weekly on KCMX's 880 AM "Open for Business" show in Medford, Oregon.  The show airs every Wednesday at 11:00am.

 

Larry is a member of the Financial Planning Association, the Southern Oregon Estate Planning Council and the Rogue Association of Insurance and Financial Advisors.  He currently serves on the Boards of the Ashland Community Hospital Foundation, the Crater Lake Council of the Boy Scouts of America and the Southern Oregon Estate Planning Council.

 

Updated 08/07/2006