CraigLarson- Financial Advisor Cedar Park, TX

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About Craig Larson

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.

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General Information

Firm Start Year

1996

No. of Employees

CRD#

2026803

Firm CRD#

158618

Insurance License#

38337

Name of Broker/Dealer

Name of Custodial Firm

Charles Schwab / TD Ameritrade

States Licensed in

TX, MN

Years of Experience in Financial Services

Number of Years with Current Firm

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 fiduciary, fee-based independent investment advisor. We work for YOU, and not some firm.

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Advisory Services Provided

Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Life Underwriter (CLU®), CLU^®

Securities Licenses

Series 66

Insurance and Annuity Licenses

Annuity, Long Term Care, Life

Firm Information

Firm's Number of Managed Clients

Assets Managed by Firm

$60 million

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$82 million

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Additional Details on Charges

Once we understand a client's situation and the scope of services and management we'll be happy to provide a proposal with specifics on fees and service model.

Education

B.A. - Economics

St. Olaf College
09/02/1985 -05/25/1989

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1874216/paladinregistry-Larson-Financial-Advisors-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Craig Larson

Larson Financial Advisors