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Steven Richard Larson

Richards Merrill Wealth Management

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About Steven Richard Larson

Steven Richard Larson is a financial advisor with Richards Merrill Wealth Management. Steven has been in the financial industry since 1982 and is currently registered as a Registered Representative in Texas and Washington. Steven is also a Registered Investment Advisor in California, Idaho, Oregon, Texas and Washington.

Firm Information

Steven Larson is currently registered with Richards Merrill Wealth Management. Richards Merrill Wealth Management is a Corporation that has been in operation since 1923. They offer a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and educational seminars. They are registered in 29 states and have a total of 943 accounts under management, totaling $395,784,920. The firm primarily serves individuals, both high-net-worth and other, as well as charitable organizations and pension and profit-sharing plans.
Richards Merrill Wealth Management

612 WEST MAIN STREET

SPOKANE, WA 99201-0645

$395.78M

Assets Under Management

Not reported

Total Clients

10

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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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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percentage of assets

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

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Steven Larson’s Registration & Firm History

WA

12/01/2017 - Present

Richards Merrill Wealth Management (SPOKANE WA)

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Licenses & Designations

BOTH

Issued 03/08/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 12/06/1986

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/22/1986

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 72 - Government Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Steven Richard Larson. Review regulatory record here.
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