Steven
Larson
Commonwealth Financial Network
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About this Advisor
Steven Larson is a certified financial planner based in Worcester, Massachusetts with a total of 9 years of industry experience. Larson is an employee of Commonwealth Financial Network. During their career, Larson has held roles at American Express Financial Advisors Inc, Fallon Clinic, Ids Life Insurance Company, Commonwealth Financial Network, Strategic Financial Divorce Planning and Larson, Potter, Stratton & Cote Financial. Larson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Massachusetts. Commonwealth Financial Network is an advisory business that has its headquarters in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 advisors. It administers $146 billion in assets under management between its 585,629 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 2,108 charities and foundations. Of its 585,629 client accounts, just 4% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Commonwealth Financial Network has 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, publication of newsletters and educational seminars. Financial advisory fee schedules largely depend on which services the firm provides the client. However, fees charged by Commonwealth Financial Network most likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Steven Larson Work History
Steven has been registered as a financial advisor for 9 years.*
Strategic Financial Divorce Planning
Larson, Potter, Stratton & Cote Financial
Commonwealth Financial Network
Fallon Clinic
American Express Financial Advisors Inc
Ids Life Insurance Company
*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 Steven Larson 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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