Larson Financial Securities, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
71
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 listed as having registered with the SEC in 2010. The FINTRX snapshot classifies ownership as a mix of a domestic entity and an individual and leaves the firm’s regulatory classification as “unclassified.” The record flags several negative indicators: the firm is not identified as a capital allocator, is not an active ESG investor, is not a pension consultant, and is not marked as a related adviser. The firm supplied no descriptive material about its advisory activities, fee schedule, client types, investment preferences, or manager allocation priorities in the FINTRX entry. That lack of disclosure means there is no firm-provided public detail on how it constructs portfolios, whether it uses in-house strategies, or what client segments it targets.

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

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Paul Larson

    Paul Larson

    CEOCRD 4422245

  • Urvashi Patel

    Senior Licensing CoordinatorCRD 5599047

  • Randy Miller

    Randy Miller

    Chief Compliance OfficerCRD 4798775

Contacts

3 of 68
  • Michael Hermann

    Michael Hermann

    Sales DirectorCRD 5699122

  • Kade Proctor

    Portfolio AdministratorCRD 7820253

  • Derrick Yohe

    Derrick Yohe

    Senior Financial AdvisorCRD 6102725

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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