Brooke LarsenCRD Number: 1916315
Current Firm: Msi Financial Services, Inc.
Brooke Larsen (CRD# 1916315) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Virginia Beach, VA and has over 28 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Metlife Securities Inc.||Tallahassee, FL||Apr 1990 - Current||27|
|#ia Metlife Securities Inc.||Bethesda, MD||May 1990 - Jul 2012||22|
|Metropolitan Life Insurance Company||Tallahassee, FL||Apr 1990 - Jul 2012||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1989|
|S65||NASAA Investment Advisors Law Examination||Dec 1996|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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)
- Educational seminars/workshops
AK, AL, AR, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV