Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
203 advisors
Number of Clients
74 clients
Average Client Portfolio
$200.3M average
Assets Under Management
$14.8B

Fee Structure

Financial Planning:Investment management only
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Location

Mill Valley, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Federated Global Investment Management CORP.
August 2021 - Present · 4 yrs 6 mos
Mdt Advisers, a Division of Federated Mdta LLC
September 2017 - Present · 8 yrs 5 mos
Federated Securities CORP.
September 2017 - Present · 8 yrs 5 mos
Federated Investment Counseling
September 2017 - Present · 8 yrs 5 mos
Federated Securities CORP.
August 2017 - Present · 8 yrs 6 mos
Federated Securities CORP.Broker
August 2017 - Present · 8 yrs 6 mos
Previous Registrations
Icon Distributors, INC.Broker
August 2007 - August 2017 · 10 yrs
State Registrations8 states
AZCAILMANVNYORPA
AdvisorBroker
Exams
No exam information available for this advisor.
Andrew Paul Larson - Financial Advisor | TrueAdvisor