Roy Larsen (CRD# 4241890) is an Investment Advisor Representative working at Larsen Wealth Management, LLC in Gainesville, GA and has over 23 years of experience in the finance industry. Roy 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.
CRD# 3012105
Lpl Financial LLC
CRD# 1742325
Edward Jones
CRD# 3154271
Morgan Stanley
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Larsen Wealth Management, LLC | Cumming, GA | Nov 2013 - Current | 10 |
| Lpl Financial Llc (d/b/a Larsen Wealth Management, Llc) | Cumming, GA | Feb 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2005 |
- GA
-
Total Assets Under Management35MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
Average Account Value$187,302
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
GA
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