Lee
Larson

Everstar Asset Management, LLC

CRD#4758758
Investment Advisor
in Mooresville, NC

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About this Advisor

Lee Larson is a financial advisor working in Mooresville, North Carolina who has 2 years of relevant experience. Larson is an employee of Everstar Asset Management, LLC. Their career trajectory has included roles at Hayden Harper Advisory, LLC, Everstar Asset Management, LLC, Fundamental Global Investors, LLC and Cwa Asset Management Group. Larson holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Iowa, North Carolina and Ohio. Everstar Asset Management, LLC is an advisory company with a branch in Mooresville, North Carolina.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Office Location

108 Gateway Blvd. Suite 103
Mooresville, NC 28117

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Lee Larson Work History

Lee has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Everstar Asset Management, LLC

2020 - 2021 (1 year)

Fundamental Global Investors, LLC

2015 - 2021 (6 years)

Cwa Asset Management Group

2012 - 2015 (3 years)

Hayden Harper Advisory, 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 Lee Larson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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.

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