Alexander Dale Larson
Investment adviser representative at Mariner Independent
14 yearsExperience
1 stateRegistered in
$7.3BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Mariner IndependentApr 2025 to now
- Intersect Wealth AdvisorsApr 2025 to now
- Mariner Platform SolutionsApr 2025 to now
- Dubuque Bank and TrustJul 2012 to Apr 2025
- LPL Financial LLCJul 2012 to Apr 2025
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (IA).
Mariner Independent
Legal name: Mariner Platform Solutions, LLC
$7.3BAssets managed
4,307Clients
120Advisers
7 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
- 6096318
- Firm CRD
- 305418