Lee Larson (CRD# 4758758) is an Investment Advisor Representative working at Everstar Asset Management, LLC in Mooresville, NC and has over 19 years of experience in the finance industry.
CRD# 6172815
Edward Jones
CRD# 6266643
Primerica Advisors
CRD# 6582147
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Everstar Asset Management, LLC | Mooresville, NC | Apr 2021 - Current | 3 |
| Fundamental Global Investors, LLC | Charlotte, NC | Aug 2020 - Jun 2021 | < 1 |
| Cwa Asset Management Group | Mooresville, NC | Jul 2015 - May 2021 | 5 |
| Hayden Harper Advisory, LLC | Indian Land, SC | Jul 2012 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2005 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2006 |
- IA
- NC
- TX
-
Total Assets Under Management131MILLIONS
-
Total Number of Accounts700ACCOUNTS
-
Average Account Value$187,765
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CA, CO, FL, IA, IL, NC, OH, PA, SC, TX, VA
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