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Lee Christopher Larson

EVERSTAR ASSET MANAGEMENT, LLC·MOORESVILLE, North Carolina
Clean recordEVERSTAR 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lee Christopher Larson is a registered financial advisor based in MOORESVILLE, North Carolina, affiliated with EVERSTAR ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
EVERSTAR ASSET MANAGEMENT, LLC
EVERSTAR ASSET MANAGEMENT, LLC
AUM
$131M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at EVERSTAR ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 4758758
Firm CRD# 313334
View on FINRA BrokerCheck →

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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
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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