Erik Larsen
Erik Larsen is a registered investment advisor at Farther, based in San Francisco, CA, with 20 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
345 California Street, Suite 600, San Francisco, CA, 94104
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Regulatory History (1)
Customer Dispute
January 2009Other Business ActivitiesSells Insurance
Erik is the owner and sole proprietor of Erik Larsen Insurance, though he is licensed but not actively engaged in this activity. He also serves as treasurer and board member for Center of Universal Light, a community organization, and registered agent for Earth, Art, Sound, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Farther
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
The Retirement Group, LLC
Fsc Securities CorporationBroker
The Retirement Group, LLC
Qa3 Financial CORP.Broker
Securities Service Network, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations1 state
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.