Larson Financial Securities, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
69
Avg account
$0

Firm details

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

Firm profile

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Overview

Larson Financial Securities, LLC is organized as a limited liability company and appears in regulatory records with an initial adviser registration year of 2010. Public filings list the owner type as a combination of a domestic entity and an individual; the firm's regulatory classification is recorded as unclassified. Available disclosures indicate Larson Financial Securities does not identify itself as a capital allocator and is not flagged as an active ESG investor. The firm does not report being a multi-state adviser, and it has not supplied details about its client mix, fee arrangements, or core advisory activities in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

  • Urvashi Patel

    Senior Licensing CoordinatorCRD 5599047

  • Randy Miller

    Randy Miller

    Chief Compliance OfficerCRD 4798775

Contacts

3 of 66
  • Michael Hermann

    Michael Hermann

    Sales DirectorCRD 5699122

  • Kade Proctor

    Portfolio AdministratorCRD 7820253

  • Derrick Yohe

    Derrick Yohe

    Financial AdvisorCRD 6102725

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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