Larry Ellis has been CEO / Treasurer / Director of Values First Advisors since September 2023, is a control person of the firm and directly owns between 50% and 75% of it. Larry Ellis holds a Certificate in Wealth Management Theory and Practice from Yale School of Management, a Certificate in Personal Financial Planning from the University of Florida and a B.A. in Biblical Studies from Lexington Baptist College.
Values First Advisors, Inc. is a Johnson City, TN firm with $215M under management, 967 clients and 9 advisers across 4 offices, as of its July 2026 filing.
Alex Ellis is CEO and Founding Partner of Values First Advisors. He serves on the firm's investment committee. Ellis co-founded the firm in 2009, and before that began his career in the industry as an investment advisor with another firm. He and his business partner, Benji Nunn, lead the company.
Larry Ellis’ longest registration is the current one, 17 years at Values First Advisors since 2009. Before joining Values First Advisors in 2009, Larry Ellis was registered through American Values Investments, Inc.
- Values First Advisors, Inc.Current– present · 17 yearsPonte Vedra, FL · Adviser representative · Firm CRD 148532
- American Values Investments, Inc.– · 4 yearsGray, TN · Adviser representative · Firm CRD 117116
Professional designations
Listed by Values First Advisors
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Certified Kingdom Advisor® (CKA®)
- Certified Exit Planning Advisor® (CEPA®)
Investment adviser representative registrations
Larry Ellis is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from August 2009; the most recent is Florida, in July 2017.
- FloridaSince 20 July 2017
- TennesseeSince 12 August 2009
- TexasResidentSince 22 January 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 November 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Larry Alexander Ellis
- CRD
- 5310413
- Firm
- Values First Advisors · CRD 148532
- Role
- CEO / Treasurer / Director
- Office
- 203 Fort Wade Road, Suite 105, Ponte Vedra, FL 32081
- Registration
- Investment adviser registration
- In the industry since
- March 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- valuesfirst.com
Where does Larry Ellis work?
Larry Ellis has been CEO / Treasurer / Director of Values First Advisors, Inc. since September 2023, and is a control person of the firm.
Is Larry Ellis a financial advisor?
Yes. Larry Ellis has a current investment-adviser registration in Florida, Tennessee and Texas, through Values First Advisors since August 2009.
How many years of experience does Larry Ellis have?
Larry Ellis has 19 years in the financial industry, since March 2007, across 2 adviser firms.
What exams has Larry Ellis passed?
Larry Ellis passed the Series 65 in November 2006.
Where is Larry Ellis based?
Larry Ellis’ registered office is in Ponte Vedra, FL.
Is Larry Ellis registered with FINRA?
No. Larry Ellis has no current broker registration.
Is Larry Ellis a CFP?
Values First Advisors lists Larry Ellis with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Larry Ellis’ record?
Search CRD 5310413 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Larry Ellis’ full registration record.
Benjamin NunnPresident, Director- Edwin Garland West (III)Chief Compliance Officer