Theodore LarsonCRD Number: 303021
Current Firm: Steward Partners Investment Advisory, LLC
Theodore Larson (CRD# 303021) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 38 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
High Mountain Financial Coaching LLC
|Steward Partners Investment Solutions, LLC||Paramus, NJ||May 2022 - Current||< 1|
|Raymond James Financial Services, Inc.||Rochelle Park, NJ||Nov 2017 - Current||4|
|Steward Partners Investment Advisory, LLC||New York, NY||Nov 2017 - Current||4|
|Steward Partners Global Advisory, LLC||Rochelle Park, NJ||Nov 2017 - Jun 2019||1|
|Wells Fargo Clearing Services, LLC||Paramus, NJ||Nov 2016 - Nov 2017||1|
|Wells Fargo Advisors LLC||Paramus, NJ||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1983|
|S65||NASAA Investment Advisors Law Examination||Dec 1994|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management13,247MILLIONS
Total Number of Accounts24,702ACCOUNTS
Average Account Value$536,283
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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