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Louis Larson

29 Years of Experience
Palo Alto, CA
Broker

Louis Larson is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

245 Lytton Avenue, Suite 200, Palo Alto, CA, 94301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Louis owns rental real estate properties in Jacksonville, Florida and Stateline, Nevada. He dedicates minimal time outside of business hours to the Nevada property.

Employment History
Current Registrations
Morgan StanleyBroker
January 2014 - Present · 12 yrs 4 mos
Morgan Stanley
January 2014 - Present · 12 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2005 - February 2014 · 8 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2005 - February 2014 · 8 yrs 11 mos
Charles Schwab & CO., INC.
December 1999 - March 2005 · 5 yrs 3 mos
Charles Schwab & CO., INC.Broker
March 1998 - March 2005 · 7 yrs
Phillips & Company Securities INC.Broker
October 1996 - July 1997 · 9 mos
Prudential Securities IncorporatedBroker
April 1996 - October 1996 · 6 mos
Waddell & Reed, INC.Broker
November 1995 - January 1996 · 2 mos
State Registrations23 states
AZCACOFLHIIDKSMEMNMTNCNDNJNMNVNYOHOKORTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Louis Larson - Financial Advisor | TrueAdvisor