Gene Larson, financial advisor Clovis CA

Gene Larson

CRD Number: 1404914
Current Firm: Independent Financial Group, LLC

Gene Larson (CRD# 1404914) is an Investment Advisor Representative working at Independent Financial Group, LLC in Clovis, CA and has over 24 years of experience in the finance industry. Gene Larson 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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Professional Designations
Company Name Location Dates Years
Independent Financial Group, LLC Clovis, CA Jul 2022 - Current 1
Npb Financial Group, LLC Burbank, CA Apr 2020 - Current 3
Larson Insurance Services Clovis, CA Jul 2005 - Current 18
Royal Alliance Associates, Inc. Clovis, CA Nov 2018 - Dec 2019 1
Signator Investors, Inc. Nashville, TN May 2016 - Nov 2018 2
Transamerica Financial Advisors, Inc. Clovis, CA Oct 2010 - May 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 1999
Contact Info for Gene D. Larson
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,978
    MILLIONS
  • Total Number of Accounts
    27,435
    ACCOUNTS
  • Average Account Value
    $217,900
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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