Shane
Larson

Miracle Mile Advisors, LLC

CRD#5821159
Investment Advisor
in Los Angeles, CA

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About this Advisor

Shane Larson is a financial advisor based in Los Angeles, California, working with Miracle Mile Advisors, LLC. Shane has previously held positions at Sp Larson Financial Planning, LLC, Willis Eckfeldt Asset Management, Raymond James Financial Services Advisors Inc, Mainspring Wealth Advisors/Cox Financial, Main Street Research LLC, Miracle Mile Advisors, LLC, and Kms Financial. Shane has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Shane is part of Miracle Mile Advisors, LLC, which operates out of Los Angeles, California. The firm has 5 offices and 76 employees. The firm manages assets totaling $4.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Miracle Mile Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

11300 West Olympic Blvd Suite 800
Los Angeles, CA 90064

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Miracle Mile Advisors, LLC Brokerage Details

Total Assets Under Management

$4,895,699,621

CA Average: $7,578,581,321
Total Number of Employees

76

CA Average: 43
Total Number of Accounts

5,533

CA Average: 3,727
Average Account Size

$884,818

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Shane Larson Work History

2023 - Present (1 year)

Miracle Mile Advisors, LLC

2022 - 2023 (1 year)

Main Street Research LLC

2018 - 2022 (4 years)

Raymond James Financial Services Advisors Inc

2018 - 2022 (4 years)

Mainspring Wealth Advisors/Cox Financial

2016 - 2017 (1 year)

Sp Larson Financial Planning, LLC

2016 - 2018 (2 years)

Willis Eckfeldt Asset Management

2016 - 2018 (2 years)

Kms Financial

2013 - 2016 (3 years)

Willis Eckfeldt Asset Management

2012 - 2016 (4 years)

Kms Financial

Disclosures

Please visit the SEC profile of Shane Larson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Miracle Mile Advisors, LLC

Nicole Pavlovic
Los Angeles, CA
John Wilhelm
Los Angeles, CA
Robert Driscoll
Sausalito, CA
Dimitry Farberov
Los Angeles, CA
Simon Tuman
Los Angeles, CA
Matthew Cheney
Los Angeles, CA
Langley Thomas
Los Angeles, CA
William Blanton
Newport Beach, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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