Victoria Larson (CRD# 4332218) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Sarasota, FL and has over 23 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vitality Investments, Inc. | Sarasota, FL | Oct 2021 - Current | 2 |
| Ae Wealth Management, LLC | Topeka, KS | Sep 2016 - Current | 7 |
| Victoria Larson Inc. | Sarasota, FL | Jun 2016 - Oct 2021 | 5 |
| Vip Financial Advisors, Inc. | Punta Gorda, FL | Sep 2016 - Mar 2017 | < 1 |
| Allstate Insurance Company | Northbrook, IL | Jan 2001 - Jun 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2001 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- FL
- IL
- TX
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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