Larson Fox Inauen
Investment adviser representative at UBS Financial Services Inc.
11 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 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 feeCommissionsOther
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
11 years in the industry.
- UBS Financial Services, IncOct 2025 to now
- UnemployedJul 2025 to Sep 2025
- Chapel Crossings CddMay 2024 to Jun 2025
- Florida State University, College of Applied StudiesAug 2023 to May 2025
- UnemployedJun 2023 to Jul 2023
- Tallahassee State CollegeAug 2022 to May 2023
- UnemployedJun 2022 to Jul 2022
- Clean JuiceAug 2021 to Jan 2022
- Valencia CollegeAug 2020 to May 2022
- Sweetwater Car WashDec 2019 to May 2020
- Windermere High SchoolAug 2018 to May 2022
- UnemployedJun 2018 to Jul 2018
- Charles S. Rushe Middle SchoolAug 2017 to May 2018
- UnemployedJun 2017 to Jul 2017
- Seven Springs Middle SchoolAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 8150092
- Firm CRD
- 8174