NL
CFP
NL
CFP
Nathaniel Larson
19 Years of Experience
Alexandria, MN
1 DisclosureBroker
Nathaniel Larson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Alexandria, MN, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
123 Third Avenue East, Suite 215, Alexandria, MN, 56308
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2009Settled
Other Business Activities
Nathaniel is the owner of Larson Wealth Management. He spends minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2015 - Present · 10 yrs 11 mos
Raymond James Financial Services, INC.Broker
July 2015 - Present · 11 yrs
Previous Registrations
Edward Jones
December 2013 - July 2015 · 1 yr 7 mos
Edward JonesBroker
July 2006 - July 2015 · 9 yrs
State Registrations10 states
AZCAFLMNNCNDNYSDTNTX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.