Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Larsen is a financial advisor with over 20 years of experience in the financial services industry. Adrian is currently registered with LPL Financial LLC. Adrian has previously worked with NATIONAL FINANCIAL SERVICES LLC and FIDELITY BROKERAGE SERVICES LLC. Adrian holds Series 7, 24, 63, and 66 licenses and is a registered representative of LPL Financial LLC. Adrian specializes in providing a wide range of financial services to individuals, families, and businesses, including financial planning, investment management, and retirement planning. Adrian's primary focus is on developing long-term relationships with clients and helping them 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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
05/18/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
TX
03/23/2018 - 03/16/2021
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
09/20/2012 - 02/06/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
09/05/2006 - 09/05/2012
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
01/02/2000 - 09/05/2006
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 03/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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