Steven Larson
Steven Larson is a registered investment advisor at LPL Financial LLC, based in Motley, MN, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Motley, MN
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
March 2012Customer Dispute
October 2002Other Business ActivitiesSells Insurance
Steven operates under the DBA Larson & Larson Financial for his LPL business since 2012. He also engages in non-variable insurance activities, dedicating about 10-20% of his time to this endeavor.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Edward JonesBroker
State Registrations8 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.