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Lawrence Keith Larson

Charles Schwab & CO., Inc.

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About Lawrence Keith Larson

Lawrence Larson is a financial advisor at Charles Schwab & CO., Inc. based in Campbell, California. Lawrence has been in the financial services industry for over 24 years. Lawrence is registered to provide investment advice in 25 states. Lawrence holds the Series 6, Series 7, Series 31 and Series 66 licenses as well as the SIE. Lawrence previously worked at Morgan Stanley DW INC., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Franklin/Templeton Distributors, Inc. Lawrence also has a previous history as a self-employed landlord in Cupertino, California.

Firm Information

Lawrence Larson is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Lawrence Larson’s Registration & Firm History

CA

01/02/2019 - Present

Charles Schwab & CO., Inc. (Campbell CA)

NY

11/01/2002 - 11/21/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

05/17/1999 - 11/06/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

CA

03/29/1996 - 03/13/1997

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

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Licenses & Designations

BOTH

Issued 07/30/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 05/14/1999

Series 7 - General Securities Representative Examination

BC

Issued 03/26/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Lawrence Keith Larson. Review regulatory record here.
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