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Larry Charles Whitaker

NARUS FINANCIAL PARTNERS, LLC·SALT LAKE CITY, Utah
Clean recordNARUS FINANCIAL PARTNERS, LLC
299 SOUTH STATE STREET, SALT LAKE CITY, UT 84111CRD# 6408033Firm CRD# 173534

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Larry Charles Whitaker · SALT LAKE CITY, UT
Registration
CRD #6408033 · NARUS FINANCIAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Larry Charles Whitaker is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with NARUS FINANCIAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NARUS FINANCIAL PARTNERS, LLC
NARUS FINANCIAL PARTNERS, LLC
AUM
$379M
Regulatory assets under management
Employees
8
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6408033
Firm CRD# 173534
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Larry Charles Whitaker offer?
Larry Charles Whitaker specializes in Financial Planning, Investment Management. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Larry Charles Whitaker's credentials?
Larry Charles Whitaker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Larry Charles Whitaker located?
Larry Charles Whitaker is based in SALT LAKE CITY, Utah, working with NARUS FINANCIAL PARTNERS, LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Larry Charles Whitaker charge for services?
Larry Charles Whitaker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NARUS FINANCIAL PARTNERS, LLC?
NARUS FINANCIAL PARTNERS, LLC has approximately 8 employees and manages $379M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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