Brian R. Larson, Cfa

Brian R. Larson, Cfa Email and Phone Number

Senior Vice President - Financial Advisor at Morgan Stanley @ Morgan Stanley
new york, new york, united states
Brian R. Larson, Cfa's Location
Greater Minneapolis-St. Paul Area, United States
Brian R. Larson, Cfa's Contact Details

Brian R. Larson, Cfa personal email

Brian R. Larson, Cfa phone numbers

About Brian R. Larson, Cfa

Growing up as a son of a bond salesman, he has been familiar with the financial industry since the age of 6. He grows on that foundation daily as he focuses on putting the needs of clients in the forefront to help create a powerful long-term relationship that benefits all. Bringing 28 years of investment industry experience, Brian is dedicated to helping clients navigate our complex investment environment. His team consistently focuses on providing exceptional client service with compassion and dedication.This information is intended for use only by residents of AZ, CA, CO, DE, FL, GA, IA, IL, ME, MI, MN, MO, NC, ND, NJ, NM, NY, OH, SC, TX, VA, WA, WI and Washington DC.NMLS#: 401356

Brian R. Larson, Cfa's Current Company Details
Morgan Stanley

Morgan Stanley

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Senior Vice President - Financial Advisor at Morgan Stanley
new york, new york, united states
Employees:
78669
Brian R. Larson, Cfa Work Experience Details
  • Morgan Stanley
    Senior Vice President - Financial Advisor
    Morgan Stanley Oct 2018 - Present
    445 East Lake Street, Suite 320, Wayzata, Mn 55391
    Brian, a member of the financial services industry since 1990, joined Morgan Stanley in 2018 to work with both institutional and individual investors. He works closely with investors in the selection of money mangers, proper asset allocation and investment planning issues.© 2022 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor more information on the ranking methodology for the award(s) listed, go to http://fa.morganstanley.com/fernhill/. Neither Morgan Stanley nor any of its Financial Advisors paid a fee in exchange for the rating(s).Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.
  • Wells Fargo Advisors
    Senior Vice President - Investments
    Wells Fargo Advisors Oct 2000 - Oct 2018
    Created a wealth management practice focused on delivering world class customer service with innovative advice.
  • Miller & Schroeder Asset Management
    Portfolio Manager
    Miller & Schroeder Asset Management May 1997 - Oct 2000
    Managed tax-exempt and taxable bond portfolios, maintained quantitative market models and provided economic analysis.
  • John G Kinnard & Co.
    Municipal Bond Trader
    John G Kinnard & Co. Oct 1993 - May 1997
    Traded municipal bonds for a regional broker dealer.

Brian R. Larson, Cfa Skills

Investments Asset Allocation Financial Advisory Financial Services Investment Strategies Retirement Planning Alternative Investments Hedge Funds Separately Managed Accounts Fixed Annuities Mutual Funds Fixed Income Finance Options Bonds Retirement Equities Securities 401k Variable Annuities Life Insurance

Brian R. Larson, Cfa Education Details

  • University Of Wisconsin-Madison
    University Of Wisconsin-Madison
    Economics

Frequently Asked Questions about Brian R. Larson, Cfa

What company does Brian R. Larson, Cfa work for?

Brian R. Larson, Cfa works for Morgan Stanley

What is Brian R. Larson, Cfa's role at the current company?

Brian R. Larson, Cfa's current role is Senior Vice President - Financial Advisor at Morgan Stanley.

What is Brian R. Larson, Cfa's email address?

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What schools did Brian R. Larson, Cfa attend?

Brian R. Larson, Cfa attended University Of Wisconsin-Madison.

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What skills is Brian R. Larson, Cfa known for?

Brian R. Larson, Cfa has skills like Investments, Asset Allocation, Financial Advisory, Financial Services, Investment Strategies, Retirement Planning, Alternative Investments, Hedge Funds, Separately Managed Accounts, Fixed Annuities, Mutual Funds, Fixed Income.

Who are Brian R. Larson, Cfa's colleagues?

Brian R. Larson, Cfa's colleagues are Erisa Caka, George Quartaro, Kanta Kagawa, Atul Dalmia, Pat Shea, Siu Chung Chan, Brenda Brown.

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