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Financial ADVSR advisor directory · SEC adviser records

Larsen Wealth Management financial advisors in El Dorado Hills, CA

Every SEC-registered investment adviser representative at a Larsen Wealth Management office in El Dorado Hills, A to Z.

The short answer

3 registered advisors work at Larsen Wealth Management in El Dorado Hills, out of 3 at the firm nationwide; it ranks number 11 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Larsen Wealth Management advisors in El Dorado Hills, A to Z

Every Larsen Wealth Management advisor →

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Other firms in El Dorado Hills

All El Dorado Hills advisors →

Wells Fargo Clearing Services, LLC 31Van Hulzen Financial Advisors 18LPL Financial LLC 8Statheros Financial Solutions, Inc. 8Ameriprise Financial Services, LLC 5Cetera Investment Advisers LLC 5Mw Investment Strategy 5Edward Jones 4J.P. Morgan Securities LLC 4Osaic Wealth, Inc. 4RBC Capital Markets, LLC 3

Questions

How many financial advisors does Larsen Wealth Management have in El Dorado Hills?

3 investment adviser representatives are registered at Larsen Wealth Management offices in El Dorado Hills, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Larsen Wealth Management one of the largest advisor employers in El Dorado Hills?

Larsen Wealth Management ranks number 11 in El Dorado Hills by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 31.

How do I check a Larsen Wealth Management advisor in El Dorado Hills?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Larsen Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.