Janet Larsen, financial advisor Seal Beach CA

Janet Larsen

CRD Number: 4579662
Current Firm: Step Financial Services, LLC

Janet Larsen (CRD# 4579662) is an Investment Advisor Representative working at Step Financial Services, LLC in Seal Beach, CA and has over 21 years of experience in the finance industry. Janet Larsen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Step Financial Services LLC Downey, CA Sep 2014 - Current 9
Willett Financial Services/lpl Financial LLC Long Beach, CA May 2008 - Sep 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2003
Contact Info for Janet L. Larsen
Phone Number: 562-384-7837
Registered State(s):
  • CA
Current Firm Details
Step Financial Services, LLC
Firm's CRD Number: 173864
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $133,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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