Jeffrey Larsen (CRD# 6390485) is an Investment Advisor Representative working at Three Bell Capital LLC in Los Altos, CA and has over 2 years of experience in the finance industry.
CRD# 1568084
Three Bell Capital LLC
Score
108
CRD# 2481766
Skyoak Wealth Management, Inc.
Score
93
CRD# 2916984
Oceaniq Capital, LLC
Score
52
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Three Bell Capital LLC | Los Altos, CA | Jun 2016 - Current | 1 |
| Bpm Advisors, Inc. | San Jose, CA | Jul 2014 - Current | 3 |
| Carlson Quinn | Emeryville, CA | May 2010 - Jul 2014 | 4 |
| Unemployed | San Jose, CA | Jan 2010 - May 2010 | < 1 |
| Primark Benefits, Inc. | Burlingame, CA | Aug 2009 - Jan 2010 | < 1 |
| Standard Retirement Services | San Jose, CA | Jul 2007 - Aug 2009 | 2 |
| Invesmart, Inc. | San Jose, CA | Jan 2004 - Jul 2007 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- CA
-
Total Assets Under Management490MILLIONS
-
Total Number of Accounts179ACCOUNTS
-
Average Account Value$2,738,352
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, NY, TX, WA
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