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Lee Christopher Larson

EVERSTAR ASSET MANAGEMENT, LLC·MOORESVILLE, North Carolina
Series 7, Series 63, Series 65Clean record20 years registeredEVERSTAR ASSET MANAGEMENT, LLC
108 GATEWAY BLVD., MOORESVILLE, NC 28117CRD# 4758758Firm CRD# 313334

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lee Christopher Larson · MOORESVILLE, NC
Registration
CRD #4758758 · EVERSTAR ASSET MANAGEMENT, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

EVERSTAR ASSET MANAGEMENT, LLC
Jun 2021 – present
CWA ASSET MANAGEMENT GROUP
Jul 2015 – May 2021
MOORESVILLE, NC
HAYDEN HARPER ADVISORY, LLC
Jul 2012 – Jul 2015
INDIAN LAND, SC
REGIS ASSET MANAGEMENT LLC
Jan 2010 – Jul 2012
WESTERVILLE, OH
WARNER GROUP, INC.
Jun 2006 – Sep 2007
WESTLAKE, OH
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · June 14, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EVERSTAR ASSET MANAGEMENT, LLC
CRD 313334 · SEC 801-128838
AUM
$131M
Regulatory assets under management
Employees
10
700 client accounts
Services offered by EVERSTAR ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at EVERSTAR ASSET MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Lee Christopher Larson offer?
Lee Christopher Larson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MOORESVILLE, North Carolina for a consultation.
What are Lee Christopher Larson's credentials?
Lee Christopher Larson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lee Christopher Larson located?
Lee Christopher Larson is based in MOORESVILLE, North Carolina, working with EVERSTAR ASSET MANAGEMENT, LLC. Their office serves clients in the MOORESVILLE metropolitan area and surrounding communities.
How does Lee Christopher Larson charge for services?
Lee Christopher Larson's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVERSTAR ASSET MANAGEMENT, LLC?
EVERSTAR ASSET MANAGEMENT, LLC has approximately 10 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (332)RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)
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Research
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