Stephanie Larson, financial advisor Novato CA

Stephanie Larson

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Stephanie I. Larson
Phone Number: 415-506-3070
Registered State(s):
  • CA
  • NV
By the Numbers
  • Total Assets Under Management
    235
    MILLIONS
  • Total Number of Accounts
    484
    ACCOUNTS
  • Average Account Value
    $485,643
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, CO, LA, NV, NY, TX, WA

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