Mark C. Larsen
Professional summary
Mark Christopher Larsen, CFP®, who also goes by Mark Larsen, is a registered financial advisor currently at PURUS WEALTH MANAGEMENT, LLC located in Newport Beach, California.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Mark has worked at 3 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark Christopher Larsen's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
January 26, 2015 - Present
PURUS WEALTH MANAGEMENT, LLC
Office #1: 4675 Macarthur Court Suite 770, Newport Beach, CA 92660January 23, 2015 - April 2, 2024
PURSHE KAPLAN STERLING INVESTMENTS
July 8, 1997 - February 5, 2015
WADDELL & REED
June 8, 1987 - February 5, 2015
WADDELL & REED
Primary Firm SEC Registration
PURUS WEALTH MANAGEMENT, LLC
CRD#: 174490 / SEC#: 801-80854
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/26/2015)
(1/26/2015)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent Firm
PURUS WEALTH MANAGEMENT, LLC
CRD#: 174490 / SEC#: 801-80854
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,436 |
| AUM (Assets Under Management) | $ 548,150,879 |
Red Flags
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