Scott LarsonCRD Number: 5433152
Current Firm: Convergent Wealth Advisors, LLC
Scott Larson (CRD# 5433152) is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Portland, OR and has over 10 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Smb Financial Services, Inc.
Cable Hill Partners, LLC
|Convergent Wealth Advisors, LLC||Portland, OR||Dec 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2008|
Total Assets Under Management20MILLIONS
Total Number of Accounts3ACCOUNTS
Average Account Value$6,512,582
- Portfolio management for pooled investment vehicles (other than investment companies)