Melissa Larson (CRD# 7478145) is an Investment Advisor Representative working at Larson, Orlan Blaine in Santa Clarita, CA and has over 2 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Martin & Company | Valencia, CA | Nov 2018 - Current | 5 |
| Vance, Thrift & Biller Cpas LLP | Ventura, CA | Oct 2017 - Nov 2018 | 1 |
| Benadon, Shapiro & Villalobos Cpas | Burbank, CA | Jul 2017 - Oct 2017 | < 1 |
| Frome & Associates | Valencia, CA | Dec 2015 - Jul 2017 | 1 |
| Accountemps / Wheeler Machinery | Salt Lake City, UT | Jul 2015 - Dec 2015 | < 1 |
| Quantum Staffing - Crissair | Valencia, CA | Apr 2015 - Jul 2015 | < 1 |
| Account Temps / Adp Advanced Md | South Jordan, UT | Apr 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- CA
-
Total Assets Under Management50MILLIONS
-
Total Number of Accounts94ACCOUNTS
-
Average Account Value$535,933
- 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
CA
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