Robert Larsen, financial advisor Brighton MI

Robert Larsen

CRD Number: 6193843
Current Firm: Executive Wealth Management, LLC

Robert Larsen (CRD# 6193843) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Private Client Services, LLC Louisville, KY Aug 2017 - Current 4
The Huntington National Bank Northville Township, MI Jul 2016 - Current 5
The Huntington Investment Company Columbus, OH Jul 2016 - Aug 2017 1
Jpmorgan Securities LLC Redford, MI May 2013 - Jun 2016 3
Jpmorgan Chase Bank Redford, MI Feb 2013 - Jun 2016 3
Jpmorgan Chase Bank Auburn Hills, MI Dec 2011 - Jan 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
S65 NASAA Investment Advisors Law Examination Sep 2017
Contact Info for Robert B. Larsen
Phone Number: 810-229-6446
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,102
    MILLIONS
  • Total Number of Accounts
    7,159
    ACCOUNTS
  • Average Account Value
    $153,884
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AZ, CA, CO, FL, GA, IL, IN, LA, MA, MI, MO, NC, NE, NH, NY, OH, PA, SC, TN, TX, VA, VT, WA, WI

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