Sandra Larson
Sandra Larson is a registered investment advisor at LPL Financial LLC, based in Edina, MN, with 22 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
7300 Metro Blvd Ste 135, Edina, MN, 55439-2304
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Regulatory History (1)
Employment Separation After Allegations
March 2012Other Business ActivitiesSells Insurance
Sandra operates under the DBA Larson & Larson Financial for her LPL business since 2012. She also engages in non-variable insurance activities under the same name.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Edward JonesBroker
State Registrations9 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.