Chad Larsen is a ChFC-designated registered investment advisor, based in Sandy, UT, with 38 years of industry experience.
Location
75 W Towne Ridge Pkwy, Tower 2, Ste 400, Sandy, UT, 84070-5522
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chad is involved with HUB International and Global Retirement Partners, providing investment advisory services. He also spends minimal time on non-variable insurance, including life, disability, and group health insurance.
Employment History
Current Registrations
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
Global Retirement Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Nrp Financial, INC.
Moreton Financial Solutions, LLC
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Legend Capital CorporationBroker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.