B & B Financial Planning
44yrs
Top advisor by experience in O'Fallon
8yrs
Larry Phan
Financial advisor at Citigroup Global Markets
Larry Phan is a fiduciary financial advisor in O'Fallon, Missouri, with 8 years in the industry. After three years at Wells Fargo Advisors, Larry joined Citigroup Global Markets in 2021, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets and flat fees.
One of 91 advisors with offices in O'Fallon, and one of 88 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
OfficeCiti Wealth Management, Service/Operations 1000 Technology Drive, 3rd Floor, O'Fallon, MO 63368
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$714,318
Advisors at the firm2,402
States licensed ?1 state
Services through Citigroup Global Markets
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowCitigroup Global Markets Inc.Current firm
- 2018 – 2021Wells Fargo Clearing Services, LLCPreviously
Questions to ask Larry
Tailored to Larry’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Larry
How do I contact Larry?
Call Citigroup Global Markets at 212-816-6000 and ask for Larry Phan. Larry works from the O'Fallon, MO office.
How long has Larry been a financial advisor?
Larry has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Larry hold?
Series 66. Tap any license on this page to see what it allows.
Is Larry a fiduciary?
Larry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Larry paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Larry for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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