Susan L. Larson
Professional summary
Susan L. Larson, who also goes by Susan L Larson, Susan Lim Larson, Susan Larson, Susan L Older, Susan L. Vanommen, is a registered financial advisor currently at PETERSEN HASTINGS WEALTH ADVISORS, INC. located in Kennewick, Washington.
Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Susan has worked at 5 firms and has passed the Series 65, Series 63, Series 7, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Susan L. Larson's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 15, 2024 - Present
PETERSEN HASTINGS WEALTH ADVISORS, INC.
Office #1: 8203 W Quinault Suite 101, Kennewick, WA 99336September 18, 2020 - June 13, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 18, 2020 - June 13, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 6, 2019 - August 27, 2020
J.P. MORGAN SECURITIES LLC
December 6, 2019 - August 27, 2020
J.P. MORGAN SECURITIES LLC
August 29, 2018 - January 9, 2019
CUSO FINANCIAL SERVICES, L.P.
May 17, 2018 - January 9, 2019
CUSO FINANCIAL SERVICES, L.P.
December 11, 2017 - April 25, 2018
NYLIFE SECURITIES LLC
Primary Firm SEC Registration
PETERSEN HASTINGS WEALTH ADVISORS, INC.
CRD#: 110952 / SEC#: 801-19727
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/15/2024)
Exams
Current Firm
PETERSEN HASTINGS WEALTH ADVISORS, INC.
CRD#: 110952 / SEC#: 801-19727
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,034 |
| AUM (Assets Under Management) | $ 1,278,121,352 |
Red Flags
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Company Information
PETERSEN HASTINGS WEALTH ADVISORS, INC.
CRD#: 110952Kennewick, WA 99336TRUST BUT VERIFY
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