Robert Wayne Larsen
Professional Summary
Robert Wayne Larsen, who also goes by Robert W Larsen, Robert Wayne Larsen, is a registered financial advisor currently at OPTIMA CAPITAL LLC located in Visalia, California and PURSHE KAPLAN STERLING INVESTMENTS located in Visalia, California. Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Robert has worked at 8 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert W Larsen, Robert Wayne Larsen
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
OPTIMA CAPITAL LLC | PREMIER NETWORK
Contact Information
Main Address
500 Sw 116th Ave. Suite 400, Beaverton, OR 97225Mailing Address
10940 Sw Barnes Road # 127, Portland, OR 97225Phone Number
(503) 270-1314# of Employees
7SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,581AUM (Assets Under Management)
$379,783,137Similar Advisors
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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.
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Primary Firm SEC Registration
OPTIMA CAPITAL LLC | PREMIER NETWORK
State Registrations and Notice Filings
(8/16/2022)
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(8/18/2025)
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(8/16/2022)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Jun 2008About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2002About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Wayne Larsen's CRS (Customer Relationship Summary).
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