Unclaimed Profile

Colin Svend Larsen

COLTON GROOME FINANCIAL ADVISORS, LLC·ASHEVILLE, North Carolina

SIE, Series 7, Series 7TO, Series 63, Series 65CFPClean record25 years registeredCOLTON GROOME FINANCIAL ADVISORS, LLC

1127-B HENDERSONVILLE ROAD, ASHEVILLE, NC 28803CRD# 4212324Firm CRD# 128365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Colin Svend Larsen · ASHEVILLE, NC

Registration

CRD #4212324 · COLTON GROOME FINANCIAL ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

MARINER

Aug 2023 – present

COLTON GROOME FINANCIAL ADVISORS, LLC

Jun 2007 – Mar 2023

ASHEVILLE, NC

VALMARK ADVISERS, INC.

Jan 2007 – Dec 2017

ASHEVILLE, NC

CG ADVISORY SERVICES, L.L.C.

Jul 2004 – Dec 2006

ASHEVILLE, NC

CITIGROUP GLOBAL MARKETS INC.

Sep 2000 – Dec 2003

ASHEVILLE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 65

Registration record

First registered · September 12, 2000

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COLTON GROOME FINANCIAL ADVISORS, LLC

CRD 128365 · SEC 801-113274

AUM

$351M

Regulatory assets under management

Employees

843 client accounts

Services offered by COLTON GROOME FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COLTON GROOME FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Colin Svend Larsen offer?

Colin Svend Larsen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ASHEVILLE, North Carolina for a consultation.

What are Colin Svend Larsen's credentials?

Colin Svend Larsen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Colin Svend Larsen located?

Colin Svend Larsen is based in ASHEVILLE, North Carolina, working with COLTON GROOME FINANCIAL ADVISORS, LLC. Their office serves clients in the ASHEVILLE metropolitan area and surrounding communities.

How does Colin Svend Larsen charge for services?

Colin Svend Larsen's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fee based on various factors - see part 2 of form adv.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COLTON GROOME FINANCIAL ADVISORS, LLC?

COLTON GROOME FINANCIAL ADVISORS, LLC has approximately 15 employees and manages $351M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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