Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Howard Larson is a financial advisor with B. Riley Wealth Advisors, Inc. Spencer has been in the financial industry since 1976. Spencer is a Registered Representative and Investment Advisor Representative with the state of Massachusetts. Larson holds the Series 7, Series 63, and Series 65 securities licenses. Spencer has experience working with high-net-worth individuals, corporations, and individuals other than high-net-worth. Spencer works with clients on financial planning, portfolio management, pension consulting, and selection of other advisers. Spencer also provides educational seminars to clients.
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
MA
08/31/2020 - Present
B. Riley Wealth Advisors, Inc. (Dennis MA)
MA
08/26/2020 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOSTON MA)
MA
08/01/2007 - 09/01/2020
MOORS & CABOT, INC. (BOSTON MA)
MA
10/25/2004 - 08/01/2007
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
10/15/2001 - 10/25/2004
MOORS & CABOT, INC. (BOSTON MA)
PA
07/08/1998 - 10/18/2001
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
MA
11/17/1994 - 07/17/1998
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
08/07/1990 - 11/14/1994
MOORS & CABOT, INC. (BOSTON MA)
NA
02/09/1990 - 07/30/1990
W. H. NEWBOLD'S SON & CO./HOPPER SOLIDAY & CO., INC.
NA
01/02/1990 - 02/16/1990
HANIFEN, IMHOFF SECURITIES CORP.
NA
05/31/1988 - 02/10/1990
J. T. MORAN & CO., INC.
NA
08/19/1989 - 01/02/1990
MOORE & SCHLEY, CAMERON & CO.
NA
06/30/1987 - 06/18/1988
NORTH AMERICAN INVESTMENT CORP.
NA
05/01/1985 - 06/19/1987
DREXEL BURNHAM LAMBERT INCORPORATED
NA
09/05/1984 - 01/31/1985
ROONEY, PACE INC.
NA
06/29/1982 - 08/10/1984
JEFFERIES & COMPANY, INC.
NA
10/24/1978 - 06/17/1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
05/19/1978 - 11/10/1978
KIDDER, PEABODY & CO. INCORPORATED
NA
01/02/1976 - 05/19/1978
KIDDER, PEABODY & CO., INCORPORATED
IA
Issued 09/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1975
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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