Steven LarsonCRD Number: 1029292
Current Firm: Richards Merrill Wealth Management
Steven Larson (CRD# 1029292) is an Investment Advisor Representative working at Richards Merrill Wealth Management in Spokane, WA and has over 22 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Interfund Management Services, Inc.
Charles Schwab & Company, Inc.
|Richards, Merrill & Peterson, Inc.||Spokane, WA||Feb 1982 - Current||40|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2000|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management289MILLIONS
Total Number of Accounts740ACCOUNTS
Average Account Value$390,667
- A percentage of assets under your management
- 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
AZ, CA, ID, OR, TX, WA
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