Levi LarsonCRD Number: 5607252
Current Firm: Allegis Investment Advisors, LLC
Levi Larson (CRD# 5607252) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in Idaho Falls, ID and has over 8 years of experience in the finance industry.
Educators Financial Assurance
Spinnaker Financial Advisors, LLC
Spinnaker Financial Advisors, LLC
|Allegis Investment Services||Cedar City, UT||Jun 2016 - Current||< 1|
|Allegis Investment Advisors||Cedar City, UT||Jun 2016 - Current||< 1|
|Larson & Larson LLC||Cedar City, UT||Jan 2008 - Current||9|
|Hornor Townsend & Kent Inc.||Horsham, PA||Jan 2011 - May 2016||5|
|Penn Mutual Life Ins Co||Horsham, PA||Oct 2010 - May 2016||5|
|Mml Investor Services Inc.||Salt Lake City, UT||Nov 2009 - Jan 2011||1|
|Massmutual Life Insurance Company||Salt Lake City, UT||Aug 2009 - Jan 2011||1|
|Cedar City Corporation||Cedar City, UT||Aug 2001 - Nov 2010||9|
|Beneficial Investment Services, Inc.||St. George, UT||Dec 2008 - Oct 2009||< 1|
|Beneficial Financial Group||Salt Lake City, UT||Sep 2008 - Aug 2009||< 1|
|Southern Utah University||Cedar City, UT||Jan 1997 - May 2008||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2009|
|S65||NASAA Investment Advisors Law Examination||Dec 2011|
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:
- Employer Dispute
Total Assets Under Management380MILLIONS
Total Number of Accounts3,500ACCOUNTS
Average Account Value$108,571
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, ID, IN, LA, MT, NE, NV, NY, OH, OR, TX, UT, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.