Alexia LarsonCRD 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.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|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|
Total Assets Under Management8,580MILLIONS
Total Number of Accounts12,561ACCOUNTS
Average Account Value$683,047
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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