Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Larsen is a financial advisor with over 30 years of experience in the financial services industry. Chad is a Registered Representative and Investment Advisor Representative. Chad is currently registered with LPL Financial LLC and Global Retirement Partners LLC. Chad has a wide range of experience and specializes in financial planning, retirement planning, and investment management. Chad provides personalized financial advice to individuals, families, and businesses. Chad is committed to 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.
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.
1
2
CO
05/29/2012 - Present
LPL Financial LLC (DENVER CO)
CO
08/27/2007 - 11/30/2010
NRP FINANCIAL, INC. (DENVER CO)
CO
07/15/1993 - 09/12/2007
MULTI-FINANCIAL SECURITIES CORPORATION (DENVER CO)
FL
04/29/1992 - 07/19/1993
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
CT
11/27/1987 - 04/06/1992
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BC
Issued 12/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Chad Larsen is the right advisor for you? Invested Better is here to help.
