Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Larsen is an investment advisor representative at Farther Finance Advisors, a firm headquartered in San Francisco, CA. Erik has been in the financial services industry for over 18 years and has a strong background in providing financial advice to individuals and families. Erik has also served as an insurance agent and is a board member of a community organization in Sedona, AZ. Erik's professional experience includes working at LPL Financial, The Retirement Group, and Pruco Securities. Erik holds the Series 6, 7, 24, 63, and 65 licenses.
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.
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.
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CA
08/30/2023 - Present
Farther (SAN FRANCISCO CA)
CA
09/20/2019 - 06/05/2023
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
02/09/2011 - 08/23/2019
FSC SECURITIES CORPORATION (SAN DIEGO CA)
CA
12/23/2008 - 02/11/2011
QA3 FINANCIAL CORP. (WALNUT CREEK CA)
CA
09/06/2007 - 12/02/2008
SECURITIES SERVICE NETWORK, INC. (SAN DIEGO CA)
CA
09/27/2004 - 05/09/2007
PRUCO SECURITIES, LLC. (SAN DIEGO CA)
IA
Issued 11/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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