Mr. Landry is a principal at Landry Asset Management, LLC. He has been in the securities business for 41 years, since graduating from Oklahoma State University in 1974 with an MBA in Marketing/Finance. He started in 1975 at Merrill Lynch in Oklahoma City where he began as a retail broker. In 1979 he opened his own office in Shawnee as a branch manager for Stifel Nicolaus, a regional brokerage firm, where he was consistently one of the top producers. In 1995 he, along with several others, bought the Oklahoma offices of Stifel Nicolaus and started Capital West Securities. Mr. Landry continued as branch manager of the Shawnee office while serving as a director on the parent board of the corporation, Affinity Holdings. In 1998 he resigned as an employee of Capital West and director of Affinity Holdings to start Landry Asset Management LLC.
Mr. Landry, a Raymond James branch manager, focuses on managing assets for his clients on a fee basis*. He emphasizes a conservative investment approach using both fundamental and technical research. His services cover financial planning, retirement planning, and insurance. He resides in Shawnee, OK with his wife of more than 41 years. They have 2 children and 6 grandchildren. Outside of his work, he enjoys church, travel and the grandkids.
* In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.