Max LarsenCRD Number: 1406283
Current Firm: Future Finances Inc.
Max Larsen (CRD# 1406283) is an Investment Advisor Representative working at Future Finances Inc. in Columbus, OH and has over 25 years of experience in the finance industry. Max Larsen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|Triad Advisors, Inc.||Norcross, GA||Jan 2012 - Current||5|
|Professional Benefit Planning||Columbus, OH||Oct 1986 - Current||31|
|Future Finances Inc.||Columbus, OH||Aug 1981 - Current||36|
|Fsc Securities Corporation||Columbus, OH||Feb 1992 - Jan 2012||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1992|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management140MILLIONS
Total Number of Accounts504ACCOUNTS
Average Account Value$277,392
- 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
FL, OH, TX