Robert LarsenCRD 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.
Savant Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Stifel, Nicolaus & Company, Incorporated
|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|
Total Assets Under Management1,102MILLIONS
Total Number of Accounts7,159ACCOUNTS
Average Account Value$153,884
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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