Richard LarsonCRD Number: 302986
Current Firm: Independent Financial Group, LLC
Richard Larson (CRD# 302986) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 26 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Independent Financial Group||St Paul, MN||Oct 2018 - Current||3|
|H. Beck, Inc.||Rockville, MD||Sep 2003 - Oct 2018||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1995|
Total Assets Under Management6,647MILLIONS
Total Number of Accounts20,980ACCOUNTS
Average Account Value$316,813
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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