Kevin Larson, financial advisor Draper UT

Kevin Larson

CRD Number: 4683570
Current Firm: Cetera Advisor Networks LLC

Kevin Larson (CRD# 4683570) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Draper, UT and has over 16 years of experience in the finance industry. Kevin 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
Cetera Advisor Networks El Segundo, CA Apr 2018 - Current 2
Securities America Advisors, Inc. Midvale, UT Jun 2015 - Apr 2018 2
Securities America Inc. Midvale, UT Jun 2015 - Apr 2018 2
Lpl Financial LLC Sandy, UT Feb 2011 - Jun 2015 4
Mml Inverstors Services, Inc. Salt Lake City, UT Jul 2003 - Feb 2011 7
Mass Mutual Springfield, MA Jun 2003 - Jan 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2003
S65 NASAA Investment Advisors Law Examination May 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Kevin J. Larson
Phone Number: 310-326-3100
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    25,829
    MILLIONS
  • Total Number of Accounts
    85,917
    ACCOUNTS
  • Average Account Value
    $300,627
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)
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY

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