Based in Columbus, Ohio, Lawrence “Larry” Miller has been serving clients with integrity, insight, and a personal touch for more than three decades. After beginning his career as an Assistant Buyer at Lazarus, Larry was inspired by a former boss to pursue a path in financial services—ultimately becoming a stockbroker and, later, a Producing Branch Manager. His career path led him through several firm transitions and the financial challenges of 2008, but in 2014, he found the right fit at NBC Securities. Seeking a more supportive office environment, Larry made the move and hasn’t looked back since.
In his early days, Larry built his business the old-fashioned way: by cold-calling local business owners and developing relationships with—auto dealers, lumber yards, and funeral directors. His straightforward, personable approach proved effective and helped him establish a solid client base. Today, Larry’s practice is primarily retail, though he also works with a number of important nonprofit, church, and government entities, including local schools.
Larry is proud of the personal service he offers. He connects with his clients regularly—often by phone—and is quick to respond to emails or address any issues. For many clients, especially elderly individuals, he still believes in “kitchen table” conversations that foster trust and understanding. When meeting new clients, Larry invites them to his office and asks them to bring recent brokerage statements, 401K or 403b statements, and their last year’s tax returns. He spends that time getting to know their financial habits and goals before discussing investment strategies.
A typical day for Larry starts between 9:30 and 10 a.m. in his office. He spends his time placing trades, calling clients, and sending market-related updates via email—usually every 10 days or sooner. Over the years, Larry has embraced technology to stay in compliance and enhance his client communication. He regularly uses tools like FactSet, RBC’s Circle Black, Redtail CRM, and InvestorCOM.
Larry continues to grow his business through what he calls “recreational talk”—conversations that happen naturally through his church, social circles, and weekly Saturday coffee group. While he notes that cold clients are the hardest to win, most of his new business now comes through referrals from happy, long-term clients. A few of these clients are also close friends.
What makes Larry’s practice unique is his long-standing experience and dual licensure. With 56 years as a licensed stockbroker and 50 years as a licensed insurance agent, he offers a comprehensive perspective on financial planning. Larry describes himself as outgoing, approachable, and community-focused—a combination that’s allowed him to build lasting relationships throughout his career.
When clients ask about retirement, Larry is quick to reassure them: “I’m not going to retire. I understand what’s happening in the markets—and I won’t disappear when things get tough.” That consistent presence and deep market knowledge are part of what makes him such a trusted advisor.
Some of the best advice Larry has received over the years includes “Don’t fight the tape” and “Don’t fight the Fed.” He often passes along advice of his own to clients: use professional money managers, stay invested in high-quality stocks and bonds, don’t panic, and don’t get greedy.
Outside the office, Larry enjoys singing in his church choir and in the Denison University concert choir. He loves to travel—especially by train to visit faraway friends and family—and he’s an avid moviegoer, golfer, and reader (The New Yorker is a favorite). On game day, you’ll find him cheering on the Ohio State Buckeyes or the Cincinnati Reds.
