Financial Advisory Services
Financial Advisory Services (CRD# 118496) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $50,000,000 in 200 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management50MILLION
Total Number of Accounts200ACCOUNTS
Average Account Value$250,000
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Glen Larsen (CRD# 1743485) is an Investment Advisor Representative working at Financial Advisory Services in , and has over 30 years of experience in the finance industry. Glen 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.