Carter John Larsen
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Truenorth WealthAug 2022 to now
- Marwood DesignMay 2022 to Aug 2022
- Army RotcAug 2021 to Aug 2022
- Brigham Young UniversityAug 2021 to Apr 2022
- Truenorth WealthAug 2021 to Apr 2022
- Hangar 15 BicyclesMay 2020 to Aug 2021
- The LDS ChurchOct 2019 to Mar 2020
- Hangar 15 BicyclesJul 2019 to Oct 2019
- Brigham Young UniversityAug 2018 to May 2019
- Bentonville High SchoolAug 2017 to May 2018
- 21c Museum HotelsJun 2017 to Aug 2017
- Bentonville High SchoolAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
Truenorth Wealth
Legal name: Association Financial Services Inc.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 8162653
- 142205