13625 Ronald Reagan Blvd
Building 10 Suite 100
Cedar Park, TX 78613
512-910-2722
We are a fee-only investment advisor and use an 'advance and protect' strategy to minimize market losses during negative markets and rank and compare sectors and options to find the best trending holdings in positive markets. We are registered with the state - rather than with a firm - so that our one loyalty and commitment is to you - our client - and not to 'wall street' or special interests. Typical accounts we can manage: IRA, Roth, 401(k), individual, joint, trusts.
Firm Start Year
No.of Employees
CRD#
Firm CRD#
Insurance License#
Name of Broker/Dealer
Name of Custodial Firm
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
Work Experience
Work with the following types of clients
Advisory Services Provided
Investment Types
Can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
Acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Securities Licenses
Insurance and Annuity Licenses
Firm's Number of Managed Clients
Assets Managed by Firm
Advisor's Number of Clients
Advisor's Number of Managed Clients
Assets Managed by Advisor
Fee Structure
Minimum Portfolio Size for New Managed Accounts
Compensation Methods
Additional Details on Charges
www.larsonadvisors.com