Kevin
Larson

Cetera Advisor Networks LLC

CRD#4683570
Investment Advisor
in Draper, UT

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About this Advisor

Kevin Larson is a certified financial planner working in Draper, Utah, who has been in the industry for 15 years. Larson currently works for Cetera Advisor Networks LLC. During their career, the advisor has held roles at Cetera Advisor Networks, Mass Mutual, Mml Inverstors Services, Inc, Lpl Financial LLC, Securities America Inc and Securities America Advisors, Inc. Larson has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Utah. Cetera Advisor Networks LLC is a firm that has its headquarters in Draper, Utah. The firm has offices in 850 locations and a total of 1,890 advisors. It handles $21 billion in total assets among its 75,665 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 298 charitable organizations. Of its 75,665 accounts, 25% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees charged by Cetera Advisor Networks LLC likely consist of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

11650 S State St Ste 103
Draper, UT 84020

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management

$18,099,125,377

UT Average: $7,578,581,321
Total Number of Employees

1,767

UT Average: 43
Total Number of Accounts

71,503

UT Average: 3,727
Average Account Size

$253,124

UT Average: $2,033,427

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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
  • Educational seminars/workshops

Kevin Larson Work History

Kevin has 15 years of experience.

2018 - Present (1 year)

Cetera Advisor Networks

2015 - 2018 (3 years)

Securities America Inc

2015 - 2018 (3 years)

Securities America Advisors, Inc

2011 - 2015 (4 years)

Lpl Financial LLC

2003 - 2011 (8 years)

Mass Mutual

2003 - 2011 (8 years)

Mml Inverstors Services, Inc

Disclosures

Kevin Larson has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cetera Advisor Networks LLC

Robert O'Korn
Canonsburg, PA
Drew Goodrich
Grand Blanc, MI
Eric Anspach
Murrieta, CA
Russell Nieland
Cedar Rapids, IA
Jasmin Khaghan
El Segundo, CA
George Nordstrom
Florham Park, NJ
Nestor Banta
Los Angeles, CA
John Stauffer
Cleveland, OH

This content was compiled from the SEC and FINRA.

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