Christina A. Larson

LARSON FINANCIAL PLANNING

Winchester, MA

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CRD#: 2267798

Professional summary

Christina A Larson, CFP® is a registered financial advisor currently at LARSON FINANCIAL PLANNING INC. located in Winchester, Massachusetts.

Christina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Christina has worked at 3 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Christina A Larson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

January 19, 2011 - Present

LARSON FINANCIAL PLANNING INC.

RIA

CRD#: 155671

Winchester, MA

Past

September 18, 2009 - January 19, 2011

WINSLOW, EVANS & CROCKER, INC.

RIA

CRD#: 29686

BOSTON, MA

Past

August 7, 2009 - January 19, 2011

WINSLOW, EVANS & CROCKER, INC.

CRD#: 29686

BOSTON, MA

Past

December 14, 1993 - August 11, 2009

BOLTON GLOBAL CAPITAL

CRD#: 15650

WINCHESTER, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LARSON FINANCIAL PLANNING INC.

LARSON FINANCIAL PLANNING INC. | LARSON FINANCIAL SERVICES, INC. | LARSON FINANCIAL PLANNING, INC.

CRD#: 155671 / SEC#: 801-121184

RIA

Registered Investment Advisory firm - (5/10/2021 Approved)

Massachusetts

Registered Investment Advisory firm - (9/24/2021 Terminated)

New Hampshire

Registered Investment Advisory firm - (12/3/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(1/19/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/17/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 10/30/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LARSON FINANCIAL PLANNING INC.

LARSON FINANCIAL PLANNING INC. | LARSON FINANCIAL SERVICES, INC. | LARSON FINANCIAL PLANNING, INC.

CRD#: 155671 / SEC#: 801-121184

RIA

Registered Investment Advisory firm - (5/10/2021 Approved)

Massachusetts

Registered Investment Advisory firm - (9/24/2021 Terminated)

New Hampshire

Registered Investment Advisory firm - (12/3/2020 Terminated)

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Contact information

Main Address

Winchester, MA

Mailing Address

Phone number

(781) 729-1094

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LFP DISCLOSURE BROCHURE AND SUPPLEMENT (2/19/2025)

Regulatory assets under management

Total Number of Accounts	281
AUM (Assets Under Management)	$ 166,267,241

Red Flags

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

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Christina A. Larson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christina A Larson's CRS (Customer Relationship Summary).

Certified licenses

Experience

LARSON FINANCIAL PLANNING INC.

WINSLOW, EVANS & CROCKER, INC.

WINSLOW, EVANS & CROCKER, INC.

BOLTON GLOBAL CAPITAL

Primary Firm SEC Registration

LARSON FINANCIAL PLANNING INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/17/1992

Series 6

Date: 10/30/1992

Current Firm

LARSON FINANCIAL PLANNING INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LARSON FINANCIAL PLANNING INC.

TRUST BUT VERIFY

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