Stephanie LarsonCRD Number: 5044167
Current Firm: Winans Investments
Stephanie Larson (CRD# 5044167) is an Investment Advisor Representative working at Winans Investments in Novato, CA and has over 14 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Titus Wealth Management
|Winans Investments||Novato, CA||Jun 2020 - Current||< 1|
|Winans Investments||Novato, CA||Mar 2020 - Current||< 1|
|Franklin Templeton Investments||San Francisco, CA||Jan 2015 - Feb 2020||5|
|Bank Of The West, Bnp Paribas Affiliate||San Francisco, CA||Nov 2015 - Jan 2018||2|
|First Republic Bank||San Mateo, CA||Aug 2015 - Nov 2015||< 1|
|Rs Funds Distributor LLC||San Francisco, CA||Jun 2014 - Apr 2015||< 1|
|Rs Investments||San Francisco, CA||Aug 2011 - Jun 2014||2|
|Guardian Investor Services, LLC||San Francisco, CA||Aug 2011 - Jun 2014||2|
|Fisher Investments||San Mateo, CA||Mar 2010 - Aug 2011||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2006|
|S65||NASAA Investment Advisors Law Examination||Jun 2020|
Total Assets Under Management235MILLIONS
Total Number of Accounts484ACCOUNTS
Average Account Value$485,643
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, LA, NV, NY, TX, WA
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