Eric Larsen (CRD# 6465110) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Dallas, TX and has over 8 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invesco | Atlanta, GA | Nov 2019 - Current | 4 |
| Edward Jones | St. Louis, MO | Apr 2015 - Nov 2019 | 4 |
| Unemployed | Clovis, CA | Jan 2015 - Apr 2015 | < 1 |
| Burton Elementary | Rexburg, ID | Sep 2014 - Dec 2014 | < 1 |
| Regency Investment Advisors | Fresno, CA | Jul 2014 - Oct 2014 | < 1 |
| Byu-idaho | Rexbug, ID | Mar 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management746,325MILLIONS
-
Total Number of Accounts38,517ACCOUNTS
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Average Account Value$19,376,520
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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