Unclaimed
Dermott Larkin is a registered investment advisor with Perigon Wealth Management, LLC, a firm located in San Francisco, California. Dermott has been in the financial services industry for over two decades, and has extensive experience in portfolio management for individuals and businesses. Dermott is a Series 7 and Series 65 licensed professional, and specializes in financial planning, pension consulting and selection of other advisors. Dermott has previously worked at Offroad Securities, Inc. and Strome Securities, L.P.
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.
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.
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.
1
2
CA
01/01/2025 - Present
Perigon Wealth Management, LLC (SAN FRANCISCO CA)
NC
03/22/2005 - 05/24/2005
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
CA
07/30/2002 - 03/23/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
11/22/1999 - 02/26/2001
OFFROAD SECURITIES, INC. (SAN FRANCISCO CA)
CA
03/13/1998 - 01/01/1999
STROME SECURITIES, L.P. (SANTA MONICA CA)
IA
Issued 08/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Dermott Larkin is the right advisor for you? Invested Better is here to help.