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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Larson is a financial advisor in Taylorsville, Utah, with Cetera Investment Advisers LLC. Kevin has been working in the financial services industry since July 14, 2003. Kevin holds multiple licenses and certifications, including Series 6, 7, 26, 63, and 65. Kevin is also a Certified Financial Planner. Kevin is a registered investment advisor in Utah. Kevin has previous experience with Securities America, Inc., LPL Financial LLC, and MML Investors Services, LLC. Cetera Investment Advisers LLC provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for 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.
A percentage of the total value of assets under management is charged.
1
2
UT
06/29/2023 - Present
Cetera Investment Advisers LLC (TAYLORSVILLE UT)
UT
06/19/2015 - 04/12/2018
SECURITIES AMERICA, INC. (MIDVALE UT)
UT
02/22/2011 - 06/29/2015
LPL FINANCIAL LLC (SANDY UT)
UT
07/15/2003 - 03/07/2011
MML INVESTORS SERVICES, LLC (SANDY UT)
IA
Issued 05/20/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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