Shane Larson, financial advisor Daytona Beach FL

Shane Larson

CRD Number: 5299140
Current Firm: Mml Investors Services, LLC

Shane Larson (CRD# 5299140) is an Investment Advisor Representative working at Mml Investors Services, LLC in Daytona Beach, FL and has over 16 years of experience in the finance industry. Shane Larson 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
Mml Investors Services, LLC Ormond Beach, FL Mar 2017 - Current 7
Massachusetts Mutual Life Insurance Company Springfield, MA Jul 2016 - Current 7
Metlife Securities, Inc. Orlando, FL Mar 2007 - Current 17
Metropolitan Life Insurance Company, Inc. Orlando, FL Mar 2007 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination Feb 2008
Contact Info for Shane E. Larson
Phone Number: (413)737-8400
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    58,787
    MILLIONS
  • Total Number of Accounts
    326,297
    ACCOUNTS
  • Average Account Value
    $180,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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