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JF

James J. Feist

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CRD#: 1534234
JF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Joseph Feist, who also goes by Jim Feist, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1986. James had worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 51 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jim Feist

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 23, 2013 - July 2, 2014

LARSON FINANCIAL SECURITIES, LLC

BD
CRD#: 152517
EDMOND, OK
Past

September 9, 2013 - July 2, 2014

LARSON FINANCIAL GROUP, LLC

RIA
CRD#: 140599
SAINT LOUIS, MO
Past

August 25, 2003 - August 13, 2012

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
EDMOND, OK
Past

August 21, 2003 - August 13, 2012

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
EDMOND, OK
Past

August 22, 2001 - September 3, 2003

SPELMAN & CO., INC.

RIA
CRD#: 10232
OKLAHOMA CITY, OK
Past

July 26, 2001 - September 3, 2003

SPELMAN & CO., INC.

BD
CRD#: 10232
PHOENIX, AZ
Past

March 3, 2000 - July 25, 2001

FFP SECURITIES, INC.

BD
CRD#: 16337
CHESTERFIELD, MO
Past

June 18, 1997 - March 14, 2000

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

April 14, 1993 - May 5, 1997

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

March 16, 1993 - March 27, 1995

AMERICAN TRADING SECURITIES CORP.

BD
CRD#: 13221
OKLAHOMA CITY, OK
Past

October 30, 1991 - February 22, 1993

THE ADVISORS GROUP, INC.

BD
CRD#: 14035
BETHESDA, MD
Past

July 25, 1986 - October 17, 1991

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/20/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


LF
LARSON FINANCIAL SECURITIES, LLC
LARSON FINANCIAL SECURITIES, LLC

CRD#: 152517 / SEC#: , 8-68456

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
100 N Broadway Suite 1700, Saint Louis, MO 63102
Mailing Address
100 N Broadway Suite 1700, Saint Louis, MO 63102
Phone number
(866) 569-2450
Established
Missouri since 11/18/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
LARSON FINANCIAL HOLDINGS, LLCMANAGING MEMBER
MILLER, RANDY SCOTTPRINCIPAL OPERATIONS OFFICER4798775
MILLER, RANDY SCOTTFINOP4798775
MILLER, RANDY SCOTTCHIEF COMPLIANCE OFFICER4798775
MILLER, RANDY SCOTTPRINCIPAL FINANCIAL OFFICER4798775
WIENS, COLIN GREGORYPRESIDENT5841752

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LARSON FINANCIAL SECURITIES, LLC

CRD#: 152517

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