Lars Lassen, financial advisor Newport News VA

Lars Lassen

CRD Number: 4825475
Current Firm: Magnolia Lane Capital, LLC

Lars Lassen (CRD# 4825475) is an Investment Advisor Representative working at Magnolia Lane Capital, LLC in Newport News, VA and has over 19 years of experience in the finance industry. Lars Lassen 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
Magnolia Lane Capital, LLC Newport News, VA Jan 2015 - Current 9
Old Point Trust Newport News, VA Jun 2010 - Dec 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2004
Contact Info for Lars E. Lassen
Phone Number: 757-272-1612
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $681,315
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

VA

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