Theresa Larsen, financial advisor Dayton NV
90 score

Theresa Larsen

CRD Number: 5988151
Current Firm: Wells Fargo Advisors, LLC

Theresa Larsen (CRD# 5988151) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Dayton, NV and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Reno, NV Mar 2012 - Current 4
Wells Fargo Bank Na Gardnerville, NV Aug 2007 - Current 9
Casa Orozco Livermore, CA Jul 2006 - Jul 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Theresa M. Larsen
Phone Number: 314-875-3000
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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