Financial Advisory Services

Financial Advisory Services (CRD# 118496) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $45,000,000 in 200 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $225,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Financial Advisory Services
Showing 1 - 1 of 1 top financial advisors.
1
Glen A. Larsen
CRD#: 1743485
175 West 200 South, Suite 2006, Salt Lake City, UT 84101
76
Wealthminder
score

Glen Larsen (CRD# 1743485) is an Investment Advisor Representative working at Financial Advisory Services in Salt Lake City, UT and has over 28 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.

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