Marshall C. Larsen

LARSEN FINANCIAL SERVICES

GERALDINE, MT

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CRD#: 4492911

Professional summary

Marshall C Larsen, who also goes by Marshall Larsen, is a registered financial advisor currently at LARSEN FINANCIAL SERVICES located in Geraldine, Montana.

Marshall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Marshall has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marshall Larsen

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.

OWN AND MANAGE M&D LARSEN FARMS, INC.(CHAIRMAN), A FAMILY OWNED FARMING CORPORATION, 120 HOURS PER MONTH 60 HOURS DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marshall C Larsen'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®

None

Experience

Current

November 4, 2011 - Present

LARSEN FINANCIAL SERVICES

RIA

CRD#: 153465

GERALDINE, MT

Past

December 1, 2006 - November 12, 2009

QUESTAR CAPITAL CORPORATION

CRD#: 43100

GERALDINE, MT

Past

September 2, 2005 - June 16, 2006

USALLIANZ SECURITIES, INC.

RIA

CRD#: 40875

GERALDINE, MT

Past

September 2, 2005 - December 1, 2006

USALLIANZ SECURITIES, INC.

CRD#: 40875

GERALDINE, MT

Past

April 23, 2004 - August 22, 2005

BRECEK & YOUNG ADVISORS, INC.

RIA

CRD#: 40395

FORT BENTON, MT

Past

April 23, 2004 - August 22, 2005

BRECEK & YOUNG ADVISORS, INC.

CRD#: 40395

FOLSOM, CA

Past

January 31, 2002 - April 29, 2004

INSTITUTIONAL SECURITIES CORPORATION

CRD#: 20291

DALLAS, TX

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

Montana
(11/4/2011)

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

IAR

Series 66

Date: 3/6/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/30/2002

General Securities Representative Examination

Current Firm

LARSEN FINANCIAL SERVICES

CRD#: 153465 / SEC#:

Montana

Registered Investment Advisory firm - (7/19/2011 Approved)

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Contact information

Main Address

Geraldine, MT

Mailing Address

Box 55, Geraldine, MT 59446

Phone number

(406) 788-3064

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	23
AUM (Assets Under Management)	$ 4,282,896

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.

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Marshall C. Larsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marshall C Larsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

LARSEN FINANCIAL SERVICES

QUESTAR CAPITAL CORPORATION

USALLIANZ SECURITIES, INC.

USALLIANZ SECURITIES, INC.

BRECEK & YOUNG ADVISORS, INC.

BRECEK & YOUNG ADVISORS, INC.

INSTITUTIONAL SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 3/6/2002

Series 7

Date: 1/30/2002

Current Firm

LARSEN FINANCIAL SERVICES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LARSEN FINANCIAL SERVICES

TRUST BUT VERIFY

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