Mark Larsen, financial advisor Newport Beach CA
86 score

Mark Larsen

CRD Number: 1325124
Current Firm: Purus Wealth Management, LLC

Mark Larsen (CRD# 1325124) is an Investment Advisor Representative working at Purus Wealth Management, LLC in Newport Beach, CA and has over 22 years of experience in the finance industry. Mark Larsen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Jan 2015 - Current 1
Purus Wealth Management Newport Beach, CA Jan 2015 - Current 1
Manb Inc. San Clemente, CA Mar 2001 - Current 15
Various Insurance Carriers For W & R Insurance Agencies San Clemente, CA Aug 1987 - Jan 2015 27
Waddell & Reed, Inc. Costa Mesa, CA May 1987 - Jan 2015 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1994
S65 NASAA Investment Advisors Law Examination Jul 1998
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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Mark C. Larsen
Phone Number: 949-356-6330
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    140
    MILLIONS
  • Total Number of Accounts
    815
    ACCOUNTS
  • Average Account Value
    $171,411
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, MN, NV, TX

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BADGES
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