Investment adviser representative · Elwood & Goetz
Roy Larsen
CRD 4241890 · Gainesville, GA
At a glance
Roy Larsen is an investment adviser representative with Elwood & Goetz in Gainesville, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Roy’s SEC record dates to 2005, about 20 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Elwood & GoetzSince June 2026Gainesville, GA · $1.1B in regulatory assets
- Larsen Wealth Management, LLCSince August 2026Gainesville, GA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2005 (20 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Roy’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.