Bryce Larson
Bryce Larson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Jupiter, FL, with 29 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Jupiter, FL
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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 Activities
Bryce is an advisory representative of a RIA, CIRA, spending about half of his time on investment-related activities. He is also the President and a financial professional at Larson Financial Strategies Inc, dedicating minimal time. Additionally, Bryce is the Vice President and a board member of The Moorings of Jupiter HOA, spending minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Lincoln Financial Securities Corporation
Larson Financial Strategies, INC.
Larson Financial Strategies, INC.
Lincoln Financial Securities CorporationBroker
Nylife Securities INC.Broker
State Registrations4 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.