Alexia Larson, financial advisor Mclean VA

Alexia Larson

CRD Number: 5294097
Current Firm: The Mather Group, LLC

Alexia Larson (CRD# 5294097) is an Investment Advisor Representative working at The Mather Group, LLC in Mclean, VA and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
The Mather Group, LLC Chicago, IL Aug 2022 - Current < 1
Perry B. Seiffert, Investment Management Bethesda, MD Feb 2007 - Aug 2022 15
Chesapeake Asset Management Gaithersburg, MD Aug 2006 - Sep 2019 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2007
Contact Info for Alexia C. Larson
Phone Number: 630-537-1078
Registered State(s):
  • CO
  • IL
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    8,580
    MILLIONS
  • Total Number of Accounts
    12,561
    ACCOUNTS
  • Average Account Value
    $683,047
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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