Larsen Wealth Management, LLC

Larsen Wealth Management, LLC (CRD# 169482) is a financial advisory firm headquartered in , . They manage $35,400,000 in 189 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.successfulretirementinstitute.com
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    189
    ACCOUNTS
  • Average Account Value
    $187,302
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Larsen Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Roy Larsen, financial advisor Gainesville GA
Roy Larsen
CRD#: 4241890
Gainesville, GA

Roy Larsen (CRD# 4241890) is an Investment Advisor Representative working at Larsen Wealth Management, LLC in Gainesville, GA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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