Skip to content

Richard Alexander Larsen

Investment adviser representative at Team Hewins, LLC
10 yearsExperience
1 stateRegistered in
$4BFirm assets
8 yearsFirm in business

Are you Richard Alexander Larsen? Claim your profile

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

10 years in the industry.

  1. Team Hewins, LLCSep 2024 to now
  2. UnemployedMay 2024 to Aug 2024
  3. Insight GlobalFeb 2023 to Apr 2024
  4. Insight GlobalJul 2019 to Jan 2023
  5. StudentJun 2014 to Jun 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (CA).

Team Hewins, LLC

$4BAssets managed
576Clients
23Advisers
8 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
7990131
Firm CRD
291194
Advisor's SEC record (opens in a new tab)
CallContact this firm