VL
Victoria E. Larson
BROOKSTONE WEALTH ADVISORS
Sarasota, FL 34236
Some features on this profile are disabled
CRD#: 4332218
VL
Professional summary
Victoria Elaine Larson, who also goes by VIctoria Elaine Fosse, Vicoria Elaine Gehrisch, Victoria Elaine Gehrisch, Vicoria Elaine Larson, Victoria Larson, Victoria Larson-testone, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Sarasota, Florida.
Victoria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Victoria has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Victoria Elaine Fosse | Vicoria Elaine Gehrisch | Victoria Elaine Gehrisch | Vicoria Elaine Larson | Victoria Larson | Victoria Larson-Testone
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.
1) VITALITY INVESTMENTS, INC. INVESTMENT RELATED. 677 N WASHINGTON BLVD, SARASOTA, FL 34234. FINANCIAL ADVISOR/INSURANCE PROFESSIONAL. 10/2021. 160 HOURS/MONTH. 160 HOURS/TRADING. 2) NATIONAL GOLD CONSULTANTS; YES INVESTMENT-RELATED; 2 DIVISION STREET EAST SUITE 201, BUFFALO MN 55313; WHOLESALE PRECIOUS METALS; INDEPENDANT CONTRACTOR; START DATE 09/17/2021; APPROX 00 HRS/MONTH; APPROX 1 HRS/MONTH DURING TRADING; SALES OF PRECIOUS METALS 3) SOFA (SOCIETY OF FINANCIAL AWARENESS); NOT INVESTMENT RELATED; 3914 MURPHY CANYON ROAD, SUITE A125, SAN DIEGO, CA 92123; SPEAKER; START DATE: 09/01/2019; APPROX 03 HRS/MONTH; APPROX 00 HRS/MONTH DURING TRADING; EDUCATION OF THE PUBLIC. 4) Royal Energy Drilling, yes, investment related, 104 W Anapamu St. Ste. C, Santa Barbara, CA 93101, Explores, develops, produces and markets crude oil and natural gas, Position: Agent, July 2024, 1 hour per month, share investment opportunity in oil and gas drilling
CRS (Client Relationship Summary) - RIA
Click below to view Victoria Elaine Larson's 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®
NoneExperience
Current
July 29, 2024 - Present
BROOKSTONE WEALTH ADVISORS, LLC
Office #1: 1990 Main St Suite 750, Sarasota, FL 34236RIA
CRD#: 137658
Sarasota, FL
Past
September 27, 2016 - July 29, 2024
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
Sarasota, FL
Past
April 20, 2001 - June 24, 2016
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
SOUTH ELGIN, IL
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".
BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES
CRD#: 137658 / SEC#: 801-67628
RIA
Registered Investment Advisory firm - (3/16/2007 Approved)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
Colorado(8/8/2024)
IAR
Florida(8/8/2024)
IAR
Illinois(7/29/2024)
IAR
Iowa(7/30/2024)
IAR
Michigan(8/8/2024)
IAR
North Carolina(10/25/2024)
IAR
South Carolina(8/12/2024)
IAR
Texas(7/29/2024)
IAR
Washington(8/8/2024)
IAR
Wisconsin(8/9/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES
CRD#: 137658 / SEC#: 801-67628
RIA
Registered Investment Advisory firm - (3/16/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1745 S Naperville Rd Suite 200, Wheaton, IL 60189
Mailing Address
Phone number
(630) 653-1400
Established
Firm type
Fiscal year end
# of Employees
244
SEC notice filing (52 States and Territories)
Documents
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
