Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Larsen is a financial advisor with Cambridge Investment Research Advisors, Inc. based in South Jordan, UT. Keith has been in the industry since May 2002 and is registered with the following states: California, Colorado, Michigan, Missouri, Nevada, New Jersey, New Mexico, Ohio, Texas, and Utah. Keith specializes in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
UT
10/20/2023 - Present
Cambridge Investment Research Advisors, Inc. (South Jordan UT)
UT
10/04/2021 - 10/06/2023
DFPG INVESTMENTS, LLC (Sandy UT)
UT
10/04/2019 - 10/07/2021
HORNOR, TOWNSEND & KENT, LLC (OREM UT)
UT
04/20/2018 - 03/18/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SALT LAKE CTY UT)
UT
07/14/2017 - 04/04/2018
PRINCIPAL SECURITIES, INC. (Sandy UT)
UT
03/27/2013 - 07/27/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (SALT LAKE CITY UT)
UT
02/25/2010 - 02/06/2013
MML INVESTORS SERVICES, LLC (SALT LAKE CITY UT)
AZ
11/15/2007 - 09/09/2009
BENEFICIAL INVESTMENT SERVICES, INC. (MESA AZ)
UT
07/30/2004 - 10/08/2007
AXA ADVISORS, LLC (HOLLADAY UT)
NY
01/26/2001 - 08/16/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 04/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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