Levi Larson, financial advisor Idaho Falls ID
93 score

Levi Larson

CRD 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.

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Company Name Location Dates Years
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 10
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
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:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Levi B. Larson
Phone Number: 208-529-3462
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States


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