James
Larschan
Brokers International Financial Services, LLC
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About this Advisor
James Larschan is a certified financial planner who works in Palm Beach Gardens, Florida with a total of 3 years of relevant experience. Larschan works at Brokers International Financial Services, LLC. During their career, the advisor has held roles at The Northwestern Mutual Life Insurance C, Northwestern Mutual Investment Services, LLC, Newbridge Securities Corporation and Brokers Financial. Larschan has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Brokers International Financial Services, LLC is a financial advisory firm based in Urbandale, IA. The firm has offices in 120 locations and a total of 224 people on staff. It handles $1 billion in assets under management across its 9,114 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 10 charities and foundations. Of its 9,114 client accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets. The advisory firm performs a diverse range of services, including portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules largely depend on which service is provided. Fees billed by Brokers International Financial Services, LLC may include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brokers International Financial Services, LLC Brokerage Details
$1,360,141,295
224
9,114
$149,236
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
James Larschan Work History
James has been registered as a financial advisor for 3 years.*
Brokers Financial
Newbridge Securities Corporation
The Northwestern Mutual Life Insurance C
Northwestern Mutual Investment Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Larschan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Urbandale, IA
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The content in this profile was updated by SmartAsset on 4/16/2023. 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.
