Stephanie Larson (CRD# 5044167) is an Investment Advisor Representative working at Winans Investments in Novato, CA and has over 18 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Winans Investments | Novato, CA | Jun 2020 - Current | 3 |
| Winans Investments | Novato, CA | Mar 2020 - Current | 4 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- CA
- NV
-
Total Assets Under Management258MILLIONS
-
Total Number of Accounts503ACCOUNTS
-
Average Account Value$513,295
- 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
- Other
CA, CO, LA, NV, NY, TX, WA
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