Erik LarsenCRD Number: 4482899
Current Firm: Triad Advisors, Inc.
Erik Larsen (CRD# 4482899) is an Investment Advisor Representative working at Triad Advisors, Inc. in Colorado Springs, CO and has over 3 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Horizons Sustainable Financial Services, Inc.
Brooks Financial Planning
|Triad Advisors, Inc.||Norcross, GA||Jul 2014 - Current||2|
|Lpl Financial||Colorado Springs, CO||Apr 2006 - Jul 2014||8|
|Linsco Private Ledger||Colorado Springs, CO||Feb 2006 - Sep 2013||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management621MILLIONS
Total Number of Accounts3,756ACCOUNTS
Average Account Value$165,415
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV