Larson Financial Securities, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
76
Avg account
$0

Firm details

Headquarters
Saint Louis, Missouri
CRD number
152517
Registered since
July 21, 2010

Firm profile

FINTRX

Overview

Larson Financial Securities, LLC is organized as a limited liability company and is SEC-registered since 2010. The firm is owned at the entity/individual level and is listed in the source as an unclassified advisor. Several registry flags are negative: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser in the registration flags, not newly formed, and not a pension consultant or related adviser. The firm did not provide descriptive detail on its advisory activities, fee structures, client segments, or manager allocation preferences in the source material. Those gaps limit visibility into the client types it serves and the services it offers beyond its basic registration profile.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Paul Larson

    Paul Larson

    CEOCRD 4422245

  • Randy Miller

    Randy Miller

    Chief Compliance OfficerCRD 4798775

  • Urvashi Patel

    Senior Licensing CoordinatorCRD 5599047

Contacts

3 of 73
  • Kyle Wort

    Kyle Wort

    Senior Financial AdvisorCRD 5645511

  • Michael Hermann

    Michael Hermann

    Sales DirectorCRD 5699122

  • Alex Davis

    Alex Davis

    PartnerCRD 5828993

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Saint Louis, MO

Saint Louis City

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis City
Address
100 N Broadway
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth