Christina Larson (CRD# 2267798) is an Investment Advisor Representative working at Larson Financial Planning, Inc. in Winchester, MA and has over 31 years of experience in the finance industry. Christina 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.
CRD# 1388001
Tcg Wealth Management
CRD# 4689919
Abraham, Robert Ralph Jr
CRD# 6371217
Integrated Wealth Concepts LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Larson Financial Planning, Inc. | Winchester, MA | Nov 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1992 |
- MA
-
Total Assets Under Management135MILLIONS
-
Total Number of Accounts125ACCOUNTS
-
Average Account Value$1,083,718
- 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
MA, NH
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