Kevin LarsonCRD 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 19 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.
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
Equitable Advisors, LLC
|Cetera Advisor Networks||El Segundo, CA||Apr 2018 - Current||4|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2003|
|S65||NASAA Investment Advisors Law Examination||May 2009|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management50,296MILLIONS
Total Number of Accounts174,993ACCOUNTS
Average Account Value$287,416
- 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
- 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
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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