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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Private Advisor Group, LLC 4 years, 9 months Jan 2015 - Present
Lpl Financial, LLC 4 years, 10 months Dec 2014 - Present
Mml Investors Serives Inc 10 years, 11 months Jan 2004 - Dec 2014
Mass Mutua Financial 11 years, 7 months Apr 2003 - Nov 2014

Designations & Memberships

  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Jared Larsen

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Answers

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My wife currently has two retirements plans with the same fund family: 401k & 403b. Can she roll the 403b into the 401k?
Larry is correct. 401k plans can receive rollovers from most types of retirement plans. This chart is very helpful in identifying allowable rollovers:http://www.401khelpcenter.com/pdf/Rollover_Chart.pdfHowever, before making a change, I would suggest taking a closer look at both plans. If the p...  (more)
Answered Feb 2015
Should I keep my IRA with PNC bank with a 1.4% annual fee or switch my IRA to Vanguard which charges a minimal fee?
This all depends on what you are getting for the fee that you're paying. If you have an advisor that is working with you to coordinate all of your finances, you should evaluate the services that you are receiving as it very well may make sense. If however, these are simply high cost mutual funds a...  (more)
Answered Feb 2015
Is it possible to borrow money from my 401K and pay it back monthly over time?
Yes. Some plans will auto deduct from your payroll, but many will set up a link with your checking account to draw the funds monthly. Please be careful of two things: First, the interest you are paying into the plan is after tax dollars into a pre-tax vehicle. This means if you are paying 1000 in ...  (more)
Answered Jan 2015
I have a whole life policy w a $1m DB, $220k cash value . I have a 10m 20 yr lvl term policy. Should I 1035 to a UIL?
This is a great question! Of course, the first part of the answer is: we need a good deal more information to answer this with actionable advice. However, I'd be happy to give you a high level response.In general, if you invested with a high quality whole life carrier (ie MassMutual, NY Life, etc...  (more)
Answered Dec 2015
Who offers the best 401k options and lowest fees in the industry currently?
I'm sorry I can't provide you a one shot answer, but there are still quite a few variables to consider. Medical practices can benefit from these tremendously, but having a good Third Party Administrator (TPA) that specializes in your industry is also equally important. Other factors include: Wha...  (more)
Answered Sep 2016
What is the average price for an ERISA 3 (38) investment manager?
This is a great question that more and more sponsors are raising. As David mentioned, a lot of this depends on size. As a part of Retirement Partners at LPL, we have a small market (under 10mm) solution for 10bps assuming certain criteria are met. We also work with several other 3(38) fiduciaries th...  (more)
Answered Jul 2016
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      May 4, 2018
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      May 4, 2018
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    LPL Financial LLC

    Last updated on Aug. 19, 2019
      • $159.1B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 787K
        Accounts
      • $202.3K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees
    • Commissions