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Richard Arden Larson

Independent Financial Group, LLC

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About Richard Arden Larson

Richard Arden Larson is a financial advisor with Independent Financial Group, LLC. Richard has been in the financial services industry since 1968, holding a Series 7TO, Series 1 and Series 63 licenses. Richard specializes in providing financial advice for individuals, businesses, and charitable organizations. Richard is also a Chartered Financial Consultant and has been involved in the industry for over 50 years. Richard is a valuable asset to Independent Financial Group, LLC and has an impressive track record of providing expert financial advice.

Firm Information

Richard Larson is currently registered with Independent Financial Group, LLC. Independent Financial Group, LLC is a limited liability company formed in July 2001 and headquartered in San Diego, California. The firm offers financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $1 billion to $10 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Independent Financial Group, LLC

12671 HIGH BLUFF DR

SAN DIEGO, CA 92130

$6.75B

Assets Under Management

270

Total Clients

524

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Larson’s Registration & Firm History

MN

10/17/2018 - Present

Independent Financial Group, LLC (ST PAUL MN)

MN

09/16/2003 - 10/22/2018

H. BECK, INC. (ST. PAUL MN)

IA

06/29/1976 - 09/18/2003

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

NA

06/21/1972 - 11/04/1974

MAYFLOWER SECURITIES CO., INC.

NA

03/08/1971 - 04/30/1972

WESTERN RESERVE FINANCIAL SERVICES CORP

NA

04/11/1968 - 05/02/1971

FINANCIAL PROGRAMS, INC.

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Licenses & Designations

BC

Issued 12/12/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/1968

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Arden Larson.
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