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Theodore Larsen

15 Years of Experience
San Antonio, TX
Broker

Theodore Larsen is a registered investment advisor at Capital Client Group, INC., based in San Antonio, TX, with 15 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

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

3500 Wiseman Blvd, San Antonio, TX, 78251-4321

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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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Employment History
Current Registrations
Capital Client Group, INC.
December 2015 - Present · 10 yrs 5 mos
Capital Client Group, INC.
October 2015 - Present · 10 yrs 7 mos
Capital Client Group, INC.Broker
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
Realty Capital Securities, LLCBroker
December 2010 - June 2015 · 4 yrs 6 mos
B. C. Ziegler and CompanyBroker
March 2009 - July 2009 · 4 mos
State Registrations10 states
COIDMTNENVORTXUTWAWY
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.
Theodore Larsen - Financial Advisor | TrueAdvisor