Lars Petersen is a registered investment advisor, based in Newton, MA, with 5 years of industry experience.
Location
2345 Washington Street, Suite 101, Newton, MA, 02462
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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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Lars is affiliated with Capital Wealth Partners and Larsen Wealth Management, both in non-owner, support roles. He spends minimal time on these activities, primarily as a financial advisor.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2021 - Present · 5 yrs 4 mos
Raymond James Financial Services, INC.Broker
May 2021 - Present · 5 yrs 4 mos
Previous Registrations
Raymond James & Associates, INC.
January 2021 - June 2021 · 5 mos
Raymond James & Associates, INC.Broker
December 2020 - June 2021 · 6 mos
State Registrations9 states
AZCAFLKYMANENVNYTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.