Unclaimed
Eric Larson is an investment advisor representative with RFG Advisory, LLC. Eric has been working in the financial industry since 1992 and has experience with a variety of financial products and services. Eric is registered with the state of Alabama and Texas and holds the Series 7, 63 and 65 licenses. Eric is also a Registered Investment Advisor representative. He has been with RFG Advisory since 2020. Eric is also registered with the state of Alabama and Texas and holds the Series 7, 63 and 65 licenses. Prior to joining RFG Advisory, Eric worked at various financial institutions including Invesco and Oppenheimer Funds. He is committed to providing clients with personalized financial advice 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.
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
AL
01/04/2021 - Present
RFG Advisory, LLC (VESTAVIA HILLS AL)
NY
05/02/1994 - 10/06/2006
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
NY
12/22/1992 - 05/16/1994
GABELLI & COMPANY, INC. (RYE NY)
IA
Issued 12/23/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Eric Larson is the right advisor for you? Invested Better is here to help.