Sandra W. Larson
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.
Sandra Willingham Larson, who also goes by Sandra W Boyd, Sandra Willingham Boyd, Sandra Willingham Hansen, Sandra Willingham Hansen, Sandra Willingham, was a registered financial professional .
Sandra is a previously registered financial professional and started their career in finance in 1978. Sandra had worked at 8 firms and has passed the Series 66, Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 10, 2016 - July 26, 2021
THE BOYLE GROUP WEALTH MANAGEMENT
August 28, 2008 - July 8, 2013
STRATEGIC ADVISERS LLC
June 11, 2001 - July 8, 2013
FIDELITY BROKERAGE SERVICES LLC
September 8, 1997 - May 16, 2000
ROUND HILL SECURITIES, INC.
December 11, 1990 - June 10, 1997
PIPER SANDLER & CO.
June 15, 1983 - October 1, 1987
KIDDER, PEABODY & CO. INCORPORATED
March 24, 1980 - July 17, 1990
CITIGROUP GLOBAL MARKETS INC.
June 1, 1978 - March 29, 1980
CIBC WORLD MARKETS CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
THE BOYLE GROUP WEALTH MANAGEMENT
CRD#: 277103 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 244 |
| AUM (Assets Under Management) | $ 49,070,308 |
Red Flags
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