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Featured Business Financial Advisor in Round Rock, TX
Round Rock Financial Advisors
Larson Financial Advisors
1 Chisholm Trail Suite Suite 450
Round Rock, TX 78681
(512) 910-2722
“Helping People Build, Protect, and Enjoy their Wealth”
Advisor Profile
Craig Larson
Name:  Craig Larson
Phone Number:  (512) 910-2722
Website:  Visit Website
Disclosure Link:
www.larsonadvisors.com
ADV Form II Link:
www.larsonadvisors.com

About Larson Financial Advisors

We are a fee-only investment advisor and use an 'advance and
protect' strategy to minimize market losses during negative
markets and rank and compare sectors and options to find the
best trending holdings in positive markets.
We are registered with the state - rather than with a firm - so
that our one loyalty and commitment is to you - our client - and
not to 'wall street' or special interests.
Typical accounts we can manage: IRA, Roth, 401(k), individual,
joint, trusts.
 

General Information

Gender:    Male
CRD#:    002026803
Insurance License#:    38337
Name of Broker/Dealer:    N/A
Name of Custodial Firm:    Charles Schwab / TD Ameritrade
States Licensed in:    TX, MN
States Willing to do Business in:    Austin,Bertram,Cedar Park,Georgetown,Leander,Liberty Hill,Round Rock
Years of Experience in Financial Services:    27
Number of Years with Current Firm:    20
Work Experience:    Worked in the financial services industry since
1989. I've worked for big firms and small firms
and come to the conclusion that the only way to
properly serve clients is as a fee-based
independent investment advisor. We work for
YOU, and not some firm.
I work with the following types of clients:    Individual Investors, Businesses, Non-Profit Organizations
 

Education

Academic Background
 
1989 B.A. Economics - St. Olaf College
 

Services

Investment Types:    Bonds, Alternative Investments, Stocks, Commodities, Mutual Funds, Annuities, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At my office, At your office, Via phone, Via email
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Life Underwriter Training Council Fellow (LUTCF), Chartered Life Underwriter (CLU®)
Securities Licenses:    Series 66
Insurance and Annuity Licenses:    Annuity, Life, Long Term Care, Health
 

Firm Information

Advisor's Number of Clients:    160
Advisor's Number of Managed Clients:    160
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    $150000
Compensation Methods:    Based on Assets, Flat Fee
 
 
 
Prepared By: Craig Larson

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