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Robert Wayne Larsen

Optima Capital LLC

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About Robert Wayne Larsen

Robert Larsen is an Investment Advisor Representative with Optima Capital LLC. Robert has been in the financial industry since 2002. Robert has licenses in both California and Texas. Robert has experience working with Royal Alliance Associates, Inc. and Signator Investors, Inc. Robert is also licensed to sell fixed/traditional insurance products. Robert holds a Series 63, 65 and 99TO, as well as the SIE and Series 22 licenses.

Firm Information

Robert Larsen is currently registered with Optima Capital LLC. Optima Capital LLC is an investment advisor headquartered in BEAVERTON, OR. The firm has 4 licensed agents and 6 investment adviser representatives, managing $247,698,070 in assets for 1,375 clients. They provide financial planning, advisory consulting, and portfolio management services to individuals and high-net-worth individuals.
Optima Capital LLC

500 SW 116TH AVE.

BEAVERTON, OR 97225

$247.70M

Assets Under Management

10

Total Clients

6

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

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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percentage of assets

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

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Robert Larsen’s Registration & Firm History

OR

11/04/2022 - Present

Optima Capital LLC (BEAVERTON OR)

CA

11/02/2018 - 08/18/2022

ROYAL ALLIANCE ASSOCIATES, INC. (VISALIA CA)

CA

05/13/2016 - 11/02/2018

SIGNATOR INVESTORS, INC. (VISALIA CA)

CA

10/06/2010 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (VISALIA CA)

CA

12/19/2003 - 10/06/2010

NEWBRIDGE SECURITIES CORPORATION (VISALIA CA)

TX

01/17/2002 - 01/21/2004

H.D. VEST INVESTMENT SERVICES (DALLAS TX)

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Licenses & Designations

IA

Issued 08/26/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/15/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/2008

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 01/16/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Wayne Larsen.
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