SL
SL

Steven Richard Larson

43 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
359 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$514.5M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Loading...

Location

612 West Main Street, The M Building Suite 201, Spokane, WA, 99201

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 2016
Final
Employment History
Current Registrations
Richards Merrill Wealth Management
October 2017 - Present · 8 yrs 4 mos
Richards Merrill Wealth ManagementBroker
January 1982 - Present · 44 yrs 1 mo
Previous Registrations
Richards, Merrill & Peterson, INC.
July 2000 - November 2017 · 17 yrs 4 mos
State Registrations17 states
AKAZCACOFLHIIDILMDMTNMNVNYORTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.