Don C. Larson
Professional summary
Don Carlos Larson, CFP®, who also goes by Don C Larson, is a registered financial advisor currently at LARSON WEALTH MANAGEMENT, LLC located in Mesa, Arizona.
Don is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Don has worked at 8 firms and has passed the Series 65, Series 63, Series 66, Series 6, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Don Carlos Larson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2002
Experience
July 24, 2013 - Present
LARSON WEALTH MANAGEMENT, LLC
Office #1: 1118 N Recker Rd Suite 107, Mesa, AZ 85205July 24, 2013 - December 31, 2019
LARSON WEALTH MANAGEMENT, LLC
October 21, 2011 - January 11, 2012
AVANTAX INVESTMENT SERVICES, INC.
May 6, 2004 - July 16, 2004
SUNAMERICA SECURITIES, INC.
May 6, 2004 - August 24, 2004
SPELMAN & CO., INC.
May 6, 2004 - August 24, 2004
SENTRA SECURITIES CORPORATION
September 24, 2003 - December 31, 2010
STEELE LARSON ANDERSON WEALTH MANAGEMENT
July 24, 2003 - December 31, 2003
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
August 14, 1999 - June 3, 2003
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/24/2013)
Exams
Current Firm
LARSON WEALTH MANAGEMENT, LLC
CRD#: 160847 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 262 |
| AUM (Assets Under Management) | $ 35,566,023 |
Red Flags
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