Valerie Larson (CRD# 6544905) is an Investment Advisor Representative working at Romano Wealth Management in Evanston, IL and has over 7 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hagerty Consulting | New York, NY | Feb 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2016 |
- IL
-
Total Assets Under Management1,236MILLIONS
-
Total Number of Accounts1,978ACCOUNTS
-
Average Account Value$624,728
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, DC, FL, GA, IA, IL, IN, MD, MI, MN, MO, NC, NY, OH, OR, SC, TN, TX, UT, VA, WI
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