Raymond James & Associates, Inc
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About this Advisor
Daniel Larsen is a chartered financial analyst working out of Boston, Massachusetts, who has been in the advisory business for 10 years. Larsen is an advisor for Raymond James & Associates, Inc. Their career trajectory has included roles at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, Raymond James & Associates, Univest Investments, Inc, Ubs Financial Services Inc and Girard Partners, LTD. Larsen holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Raymond James & Associates, Inc is a financial advisory business based in Boston, Massachusetts. It has offices in 422 locations and a total of 13,277 advisors. It oversees $143 billion in assets among its 472,443 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 385 charitable organizations. Of its 472,443 accounts, just 6% are associated with high-net-worth investors who have at least $1 million in assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types billed by Raymond James & Associates, Inc can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Raymond James & Associates, Inc Brokerage Details
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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
Daniel Larsen Work History
Daniel has 10 years of experience.
Raymond James & Associates
Univest Investments, Inc
Girard Partners, LTD
Ubs Financial Services Inc
J.P. Morgan Securities LLC
Jpmorgan Chase Bank
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
Daniel Larsen has no disclosures.
Please visit their SEC profile for more details.