Unclaimed
Alexia Larson is an Investment Advisor Representative with The Mather Group, LLC. Alexia is currently registered in Colorado, District of Columbia, Illinois, Maryland, and Virginia. Alexia holds a Series 65 license and is also a Chartered Financial Analyst. Alexia is an experienced investment advisor with over 15 years of experience in the financial services industry. Alexia has worked at Perry B. Seiffert, Investment Management, Chesapeake Asset Management, and The Mather Group, LLC.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of total net worth
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VA
08/05/2022 - Present
THE Mather Group, LLC (McLean VA)
IA
Issued 03/01/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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