Carol Larson, financial advisor Green Valley AZ
86 score

Carol Larson

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Carol H. Larson
Phone Number: 480-990-3719
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    178
    MILLIONS
  • Total Number of Accounts
    1,750
    ACCOUNTS
  • Average Account Value
    $101,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

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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BADGES
86

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