Randall S. Larson
Professional summary
Randall Scott Larson, CFP®, who also goes by Randy Larson, is a registered financial advisor currently at 25 FINANCIAL located in Saint Louis, Missouri.
Randall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Randall has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Randall Scott Larson's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 15, 2022 - Present
25 FINANCIAL
Office #1: 135 West Adams Avenue, Saint Louis, MO 63122October 30, 2023 - January 31, 2025
GREAT POINT CAPITAL LLC
August 1, 2017 - November 2, 2023
ARETE WEALTH ADVISORS, LLC
August 1, 2017 - November 2, 2023
ARETE WEALTH MANAGEMENT, LLC
March 11, 2011 - August 2, 2017
LARSON FINANCIAL GROUP, LLC
January 5, 2011 - August 2, 2017
LARSON FINANCIAL SECURITIES, LLC
Primary Firm SEC Registration
25 FINANCIAL
CRD#: 317916 / SEC#: 801-123213
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/15/2022)
(3/30/2022)
Exams
Current Firm
25 FINANCIAL
CRD#: 317916 / SEC#: 801-123213
Contact information
SEC notice filing (23 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,700 |
| AUM (Assets Under Management) | $ 415,000,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
25 FINANCIAL
CRD#: 317916Saint Louis, MO 63122TRUST BUT VERIFY
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