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Joan Litterst Larson

SANDALWOOD SECURITIES, INC.·ROSELAND, New Jersey
Unclaimed Profile
101 EISENHOWER PARKWAY, ROSELAND, NJ 07068CRD# 1001179Firm CRD# 27240
01

About

Joan Litterst Larson is a registered financial advisor based in ROSELAND, New Jersey, affiliated with SANDALWOOD SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SANDALWOOD SECURITIES, INC.
SANDALWOOD SECURITIES, INC.
AUM
$744M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at SANDALWOOD SECURITIES, INC. →
Services
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1001179
Firm CRD# 27240
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joan Litterst Larson offer?
Joan Litterst Larson specializes in Retirement Planning. Contact their office in ROSELAND, New Jersey for a consultation.
What are Joan Litterst Larson's credentials?
Joan Litterst Larson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joan Litterst Larson located?
Joan Litterst Larson is based in ROSELAND, New Jersey, working with SANDALWOOD SECURITIES, INC.. Their office serves clients in the ROSELAND metropolitan area and surrounding communities.
How does Joan Litterst Larson charge for services?
Joan Litterst Larson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SANDALWOOD SECURITIES, INC.?
SANDALWOOD SECURITIES, INC. has approximately 12 employees and manages $744M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ROSELAND
Kenneth Michael Chapple — SANDALWOOD SECURITIES, INC.Juanita Davida Hanley — ADP STRATEGIC PLAN SERVICES, LLCRichard Nmn Coppa — WEALTH HEALTH, LLCDarin Patrick Gartland — WEALTH HEALTH, LLCMartin Jeffrey Gross — SANDALWOOD SECURITIES, INC.
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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