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Lars Henrikson

Investment adviser representative at LPL Financial LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets

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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
  • Seminars and workshops

Experience

15 years in the industry.

  1. LPL Financial LLCJan 2024 to now
  2. UnemployedJul 2023 to Jan 2024
  3. Parcion Private Wealth LLCSep 2021 to Jul 2023
  4. PathstoneOct 2020 to Sep 2021
  5. Cornerstone Advisors IncJun 2019 to Sep 2020
  6. Seattle Tennis ClubMay 2015 to Aug 2018
  7. StudentJan 2011 to May 2019

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019
  • Series 63 · Uniform Securities Agent State Law2026

State registrations

Registered as an investment adviser representative in 2 states (CA, CO).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
7330836
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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