Eric Larson (CRD# 6571531) is an Investment Advisor Representative working at Sigma Investment Counselors in Northville, MI and has over 7 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sigma Investment Counselors | Northville, MI | Feb 2021 - Current | 3 |
| Unemployed | Novi, MI | Apr 2020 - Feb 2021 | < 1 |
| Plante Moran Financial Advisors | Southfield, MI | Aug 2014 - Apr 2020 | 5 |
| Unemployed | Farmington Hills, MI | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- MI
- TX
-
Total Assets Under Management1,699MILLIONS
-
Total Number of Accounts2,627ACCOUNTS
-
Average Account Value$646,600
- A percentage of assets under your management
- 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)
AZ, CA, CO, FL, IL, MI, NC, NH, NY, OH, PA, SC, TX, VA
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