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EL

Erin E. Larsen

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CRD#: 5468778
EL

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.

Erin Elizabeth Larsen, who also goes by Erin Larsen, was a registered financial professional .

Erin is a previously registered financial professional and started their career in finance in 2008. Erin had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Erin 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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

June 27, 2018 - September 27, 2018

HINES WARNER WEALTH MANAGEMENT, LLC

RIA
CRD#: 145662
PORTLAND, OR
Past

March 28, 2018 - May 15, 2018

FISHER INVESTMENTS

RIA
CRD#: 107342
CAMAS, WA
Past

November 27, 2013 - October 7, 2015

MORGAN STANLEY

BD
CRD#: 149777
SANTA MONICA, CA
Past

March 1, 2013 - August 20, 2013

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
BURBANK, CA
Past

January 26, 2011 - February 19, 2013

MURIEL SIEBERT & CO., LLC

BD
CRD#: 5376
BEVERLY HILLS, CA
Past

May 15, 2009 - January 21, 2011

ZECCO TRADING, INC.

BD
CRD#: 135398
GLENDALE, CA
Past

April 14, 2008 - April 29, 2008

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
TORRANCE, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/26/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


HW
HINES WARNER WEALTH MANAGEMENT, LLC
HINES & WARNER WEALTH MANAGEMENT, LLC | HINES WARNER WEALTH MANAGEMENT, LLC

CRD#: 145662 / SEC#: 801-71085

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Contact information


Main Address
1500 Sw First Avenue Suite 990, Portland, OR 97201
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

HINES WARNER ADV PART 2A (3/12/2019)

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.

Company Information


HINES WARNER WEALTH MANAGEMENT, LLC

CRD#: 145662

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