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Lianne Nichole Larson

FINANCIAL COUNSELING RESOURCES LLC·LOS ALAMITOS, California
SIE, Series 6, Series 63, Series 65Clean record10 years registeredFINANCIAL COUNSELING RESOURCES LLC
4281 KATELLA AVENUE, LOS ALAMITOS, CA 90720CRD# 3226308Firm CRD# 108743

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lianne Nichole Larson · LOS ALAMITOS, CA
Registration
CRD #3226308 · FINANCIAL COUNSELING RESOURCES LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

INDEPENDENT FINANCIAL GROUP, LLC
Jul 2022 – present
NPB FINANCIAL GROUP, LLC
Jun 2016 – Jul 2022
Irvine, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · June 8, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL COUNSELING RESOURCES LLC
CRD 108743 · SEC 801-57674
AUM
$18M
Regulatory assets under management
Employees
1
70 client accounts
Services offered by FINANCIAL COUNSELING RESOURCES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINANCIAL COUNSELING RESOURCES LLC →
Introduction

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05

Frequently Asked Questions

What services does Lianne Nichole Larson offer?
Lianne Nichole Larson specializes in Financial Planning, Investment Management. Contact their office in LOS ALAMITOS, California for a consultation.
What are Lianne Nichole Larson's credentials?
Lianne Nichole Larson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lianne Nichole Larson located?
Lianne Nichole Larson is based in LOS ALAMITOS, California, working with FINANCIAL COUNSELING RESOURCES LLC. Their office serves clients in the LOS ALAMITOS metropolitan area and surrounding communities.
How does Lianne Nichole Larson charge for services?
Lianne Nichole Larson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL COUNSELING RESOURCES LLC?
FINANCIAL COUNSELING RESOURCES LLC has approximately 1 employees and manages $18M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FINANCIAL COUNSELING RESOURCES LLC

Larry Max Lambert
LOS ALAMITOS, CA
CFP
Roger Joel Conde
LOS ALAMITOS, CA

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