Levi B. Larson

LARSON WILLIAMS WEALTH ADVISORS

CEDAR CITY, UT 84721

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CRD#: 5607252

Professional summary

Levi B Larson, who also goes by Levi Brad Larson, Levi Larson, is a registered financial advisor currently at LARSON WILLIAMS WEALTH ADVISORS, LLC located in Cedar City, Utah.

Levi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Levi has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Levi Brad Larson | Levi Larson

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.

1) LARSON INSURANCE AND FINANCIAL SERVICES; NON INVESTMENT-RELATED; CEDAR CITY, UT; INSURANCE SALES AND SERVICE; AGENT; START DATE: 11/01/13, APPROXIMATE NUMBER OF HOURS/MONTH: 10-25, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 10; DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS. 2) CPA ACCOUNTING - DBA: LARSON CPA & ADVISORS, LLC, NOT INVESTMENT- RELATED,CEDAR CITY, UTAH, CPA/ACCOUNTING SERVICES, OWNER, START DATE: 12/01/13, APPROXIMATE NUMBER OF HOURS/MONTH: 10, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 10, DUTIES: NO DAILY ACTIVITIES, I AM A PART OWNER IN THE BUSINESS. 3) LARSON & LARSON LLC; NON INVESTMENT RELATED; NATURE OF OBA: RENTAL INCOME; 1HR PER MONTH DUTIES; MAINTAIN RENTAL PROPERTY IN CEDAR CITY, UT. 4) CEDAR CITY HOSPITAL FOUNDATION;INVESTMENT RELATED:NO;NATURE OF OBA: HEALTH CARE FOUNDATION;POSITION, TITLE, RELATIONSHIP:TRUSTEE;START DATE OF OBA:01 /01 /2015;# HOURS/MONTH: 10 MONTH;DESCRIBE DUTIES: ASSIST THE LOCAL FOUNDATION FOR INTERMOUNTAIN HEALTHCARE IN MAKING DECISIONS RELATED TO HOSPITAL PROJECTS AND SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Levi B Larson'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

February 23, 2021 - Present

LARSON WILLIAMS WEALTH ADVISORS, LLC

Office #1: 415 N Main Street Suite 104, Cedar City, UT 84721

RIA

CRD#: 311414

CEDAR CITY, UT

Past

March 28, 2018 - October 19, 2021

TOWNSQUARE CAPITAL, LLC

RIA

CRD#: 288576

CEDAR CITY, UT

Past

June 28, 2016 - April 25, 2018

ALLEGIS INVESTMENT ADVISORS, LLC

RIA

CRD#: 157314

CEDAR CITY, UT

Past

June 9, 2016 - March 28, 2019

ALLEGIS INVESTMENT SERVICES, LLC

CRD#: 168557

Cedar City, UT

Past

January 10, 2012 - May 24, 2016

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

CEDAR CITY, UT

Past

January 10, 2011 - May 24, 2016

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CEDAR CITY, UT

Past

November 4, 2009 - January 26, 2011

MML INVESTORS SERVICES, LLC

CRD#: 10409

CEDAR CITY, UT

Past

December 5, 2008 - October 9, 2009

INSPHERE SECURITIES, INC.

CRD#: 136433

ST. GEORGE, UT

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

Nevada
(3/26/2021)

IAR

Texas
(2/24/2021)

IAR

Utah
(2/23/2021)

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 65

Date: 12/5/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/6/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/10/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/4/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LARSON WILLIAMS WEALTH ADVISORS, LLC

LARSON WILLIAMS WEALTH ADVISORS | LARSON WILLIAMS WEALTH ADVISORS, LLC

CRD#: 311414 / SEC#:

Nevada

Registered Investment Advisory firm - (3/17/2021 Approved)

Texas

Registered Investment Advisory firm - (2/24/2021 Conditional Restricted)

Utah

Registered Investment Advisory firm - (2/22/2021 Approved)

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Contact information

Main Address

415 N Main Street Suite 104, Cedar City, UT 84721

Mailing Address

Phone number

(435) 867-5685

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	938
AUM (Assets Under Management)	$ 107,847,256

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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Advisor Monitoring

Firm Stability Insights

Levi B. Larson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Levi B Larson's CRS (Customer Relationship Summary).

Certified licenses

Experience

TOWNSQUARE CAPITAL, LLC

ALLEGIS INVESTMENT ADVISORS, LLC

ALLEGIS INVESTMENT SERVICES, LLC

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

MML INVESTORS SERVICES, LLC

INSPHERE SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/5/2011

Series 63

Date: 3/6/2009

SIE

Date: 10/1/2018

Series 7

Date: 1/10/2013

Series 6

Date: 12/4/2008

Current Firm

LARSON WILLIAMS WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LARSON WILLIAMS WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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