Stephanie
Larson
Winans Investments
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About this Advisor
Stephanie Larson is a financial advisor based in Las Vegas, Nevada, working with Winans Investments. Stephanie has previously held positions at Rs Investments, Winans Investments, First Republic Bank, Bank Of The West, Bnp Paribas Affiliate, and Franklin Templeton Investments. Stephanie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Nevada. Currently, Stephanie is part of Winans Investments, which operates out of Las Vegas, Nevada. The firm has 1 office and 5 employees. The firm manages assets totaling $258.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Winans Investments includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Winans Investments Brokerage Details
$258,187,586
5
503
$513,295
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Stephanie Larson Work History
Winans Investments
Winans Investments
Franklin Templeton Investments
First Republic Bank
Bank Of The West, Bnp Paribas Affiliate
Rs Investments
Disclosures
Please visit the SEC profile of Stephanie 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 Winans Investments
Las Vegas, NV
Las Vegas, NV
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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