Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Franklin Larsen is a Registered Representative (RA) with Legacy Wealth Management, LLC. William is a financial advisor with a passion for helping individuals and families achieve their financial goals. William has been in the financial services industry since 2018 and holds the Series 63 and Series 65 licenses. William has experience in both traditional and alternative investment strategies. William is committed to providing clients with personalized financial advice and guidance that is tailored to their unique needs.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
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CA
09/13/2024 - Present
Legacy Wealth Management, LLC (Los Angeles CA)
Active
Inactive
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