SL
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Scott Larson

19 Years of Experience
Boca Raton, FL
Broker

Scott Larson is a registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

One Town Center Road, Suite 660, Boca Raton, FL, 33486

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Scott is a partner in a farm, owns Financial Pilot LLC (a "finet practice" taking up nearly full-time), owns Whitefish Chain Cabin LLC and rental property in Crosslake, MN, has partial ownership in Schular Properties LLC, and assists a family member in CJ Saunas, LLC. All of these activities require minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
February 2022 - Present · 4 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Morgan Stanley
February 2014 - February 2022 · 8 yrs
Morgan StanleyBroker
June 2009 - February 2022 · 12 yrs 8 mos
Citigroup Global Markets INC.Broker
May 2006 - June 2009 · 3 yrs 1 mo
State Registrations15 states
AZCACOFLILMAMNMOMTNCNESCTNTXWI
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.
Scott Larson - Financial Advisor | TrueAdvisor