Lee Christopher Larson
Investment adviser representative at Everstar Asset Management, LLC
11 yearsExperience
3 statesRegistered in
$336.7MFirm assets
3 yearsFirm in business
Are you Lee Christopher Larson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Everstar Asset Management, LLCApr 2021 to now
- Fundamental Global Investors, LLCAug 2020 to Jun 2021
- Cwa Asset Management GroupJul 2015 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 3 states (IA, NC, NY).
Everstar Asset Management, LLC
$336.7MAssets managed
1,132Clients
10Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4758758
- Firm CRD
- 313334