Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore James Larsen is a registered investment advisor representative with Capital Client Group, Inc. Theodore has been in the industry since 2010. Theodore has Series 7, Series 63, Series 65, and Series 24 licenses. Theodore is also registered in Idaho, Montana, Nevada, Oregon, Texas, Utah, Washington, and Wyoming. Theodore has worked at Realty Capital Securities, LLC and B. C. Ziegler and Company in the past.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
TX
12/07/2015 - Present
Capital Client Group, Inc. (SAN ANTONIO TX)
MA
12/13/2010 - 06/05/2015
REALTY CAPITAL SECURITIES, LLC (BOSTON MA)
AZ
03/05/2009 - 07/24/2009
B. C. ZIEGLER AND COMPANY (SCOTTSDALE AZ)
IA
Issued 12/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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