Neil Edwin Larson
Professional Summary
Neil Edwin Larson, who also goes by Neil Edwin Larson Mr., is a registered financial advisor currently at EDWIN LANE FINANCIAL SERVICES, LLC located in Kenmore, Washington. Neil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Neil has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Neil Edwin Larson Mr.
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Videos & Posts
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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.
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Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
EDWIN LANE FINANCIAL SERVICES, LLC
Contact Information
Main Address
Kenmore, WAMailing Address
Po Box 82222, Kenmore, WA 98028Phone Number
(425) 483-6105# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
16AUM (Assets Under Management)
$15,901,484Similar 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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State Registrations and Notice Filings
(4/29/2020)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Neil Edwin Larson's CRS (Customer Relationship Summary).
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