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JL
JL
John Scott Larson
Richards Merrill Wealth Management
40 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Financial Planning & Coaching
Retirement Planning
High Net Worth
Richards Merrill Wealth Management
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
8 advisors
Number of Clients
359 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$514.5M
Fee Structure
Minimum Investment:
None
Financial Planning:
Included in AUM fee
Investment Management
Planning
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Location
612 West Main Street, The M Building Suite 201, Spokane, WA, 99201
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Regulatory
September 2016
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Richards Merrill Wealth Management
October 2017 - Present · 8 yrs 4 mos
Richards Merrill Wealth Management
Broker
May 1985 - Present · 40 yrs 9 mos
Previous Registrations
Richards, Merrill & Peterson, INC.
July 2000 - November 2017 · 17 yrs 4 mos
State Registrations
21 states
AK
AZ
CA
CO
FL
ID
IL
MD
MT
NE
NH
NM
NV
NY
OR
PA
SC
TX
UT
VA
WA
Advisor
Broker
Both
Exams
No exam information available for this advisor.