Robert Larsen is a registered investment advisor, based in Beaverton, OR, with 24 years of industry experience.
Location
500 SW 116th Ave., Beaverton, OR, 97225
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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
Robert is an RIA at Optima Capital LLC, spending about half his time providing financial advice. He also works as an agent selling fixed insurance products and is the President of Inheritance Management, Inc., handling insurance and other investments, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Optima Capital LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Optima Capital LLC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INCBroker
Newbridge Securities CorporationBroker
H.D. Vest Investment ServicesBroker
State Registrations12 states
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