Adrian LarsonCRD Number: 3098721
Current Firm: Pathlight Investors, LLC
Adrian Larson (CRD# 3098721) is an Investment Advisor Representative working at Pathlight Investors, LLC in Phoenix, AZ and has over 17 years of experience in the finance industry.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Pathlight Investors, LLC||Phoenix, AZ||Nov 2009 - Current||6|
|Ubs Financial Services Inc.||Phoenix, AZ||Dec 2006 - Nov 2009||2|
|Unemployed||San Francisco, CA||Mar 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1999|
|S66||NASAA Uniform Combined State Law Examination||Mar 2007|
Total Assets Under Management229MILLIONS
Total Number of Accounts596ACCOUNTS
Average Account Value$384,643
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, FL, KS, MD, NH, NY, SC, TX, UT, WA