Levi Larson, financial advisor Cedar City UT

Levi Larson

CRD Number: 5607252
Current Firm: Larson Williams Wealth Advisors, LLC

Levi Larson (CRD# 5607252) is an Investment Advisor Representative working at Larson Williams Wealth Advisors, LLC in Cedar City, UT and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Larson Williams Wealth Advisors, LLC Cedar City, UT Oct 2020 - Current 3
Larson Williams Wealth Advisors, LLC Cedar City, UT Aug 2020 - Current 3
Larson & Larson LLC Cedar City, UT Jan 2008 - Current 16
Townsquare Capital, LLC Provo, UT Mar 2018 - Oct 2021 3
Allegis Investment Services Cedar City, UT Jun 2016 - Mar 2019 2
Allegis Investment Advisors Cedar City, UT Jun 2016 - Apr 2018 1
Hornor Townsend & Kent Inc. Horsham, PA Jan 2011 - May 2016 5
Penn Mutual Life Ins Co Horsham, PA Oct 2010 - May 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2009
S65 NASAA Investment Advisors Law Examination Dec 2011
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Levi B. Larson
Phone Number: 435-867-5685
Registered State(s):
  • NV
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    105
    MILLIONS
  • Total Number of Accounts
    1,360
    ACCOUNTS
  • Average Account Value
    $77,263
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NV, TX, UT

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