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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Jennings Larson is a financial advisor with EP Wealth Advisors. Adrian has over 20 years of experience in the financial services industry, specializing in providing financial planning, retirement plan advisory services, and tax preparation services to individuals, families, and businesses. Adrian holds a Series 6, 7, and 66 licenses and is registered with the state of Arizona and is pending registration in California. Previously, Adrian worked at UBS Financial Services Inc., Soundview Technology Corporation, E*OFFERING, and Franklin/Templeton Distributors, Inc. Adrian is committed to providing personalized financial advice and helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
EP Wealth Advisors (TORRANCE CA)
AZ
02/23/2007 - 12/02/2009
UBS FINANCIAL SERVICES INC. (PHOENIX AZ)
CT
10/17/2000 - 02/14/2002
SOUNDVIEW TECHNOLOGY CORPORATION (OLD GREENWICH CT)
CA
06/15/1999 - 11/07/2000
E*OFFERING (SAN FRANCISCO CA)
CA
08/10/1998 - 05/07/1999
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 03/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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