Eric B. Larsen
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.
Eric Bradford Larsen, who also goes by Eric B. Larsen, Eric Larsen, was a registered financial professional .
Eric is a previously registered financial professional and started their career in finance in 2001. Eric had worked at 7 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 7, 2010 - May 4, 2012
LATITUDE ADVISORS, LLC
January 6, 2010 - May 4, 2012
GWN SECURITIES INC.
September 6, 2005 - December 31, 2009
MEDALLION ADVISORY SERVICES, LLC
May 12, 2004 - December 31, 2009
MEDALLION INVESTMENT SERVICES, INC.
April 25, 2002 - September 16, 2003
PRUCO SECURITIES, LLC.
April 24, 2001 - May 6, 2002
METROPOLITAN LIFE INSURANCE COMPANY
April 24, 2001 - May 6, 2002
MSI FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
LATITUDE ADVISORS, LLC
CRD#: 151001 / SEC#: 801-70420
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
LATITUDE ADVISORS, LLC
CRD#: 151001 / SEC#: 801-70420
Contact information
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,305 |
| AUM (Assets Under Management) | $ 379,516,000 |
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.
