Carol LarsonCRD Number: 1193766
Current Firm: Verus Capital Partners, LLC
Carol Larson (CRD# 1193766) is an Investment Advisor Representative working at Verus Capital Partners, LLC in Green Valley, AZ and has over 32 years of experience in the finance industry. Carol Larson 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.
Cuso Financial Services, LP
Nova Financial & Insurance Services
H.d. Vest Advisory Services, Inc.
|Verus Capital Partners LLC||Green Valley, AZ||Jul 2014 - Current||2|
|Securities America, Inc.||Green Valley, AZ||Jun 2014 - Current||2|
|U.s. Bancorp Investments, Inc.||Bolingbrook, IL||May 2011 - Jun 2014||3|
|Chase Investment Services Corp.||Chicago, IL||Jul 2005 - May 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1984|
|S65||NASAA Investment Advisors Law Examination||Jul 1999|
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 Management178MILLIONS
Total Number of Accounts1,750ACCOUNTS
Average Account Value$101,443
- 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)
AZ, CA, CO, DE, FL, GA, IL, KS, LA, MD, MI, MN, MT, NC, NE, NJ, NM, NV, NY, OH, OK, TN, TX, UT, VA, WA, WI
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