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Randy Larson: Arete Fired St. Louis Advisor
St. Louis, Missouri financial advisor Randy Larson (CRD# 5862743) was terminated from his former member firm in connection with allegations of misconduct. Financial Industry Regulatory Authority records show that he is now registered as a broker with Great Point Capital and an investment advisor with 25 Financial.
Mr. Larson’s BrokerCheck report discloses his termination from his former member firm. Filed in October 2023, it states that Arete Wealth Management fired him in connection with allegations that he “was not forthcoming during an internal investigation.”
More information about Mr. Larson can be found on 25 Financial Services’ website. A lawyer and certified financial planner, he is also the firm’s partner, according to his profile. “Randy is a trusted resource for doctors and high-net-worth individuals and families, offering comprehensive financial planning as well as rare alternative investment opportunities for his clients,” the website states. “In addition to co-founding 25, he founded The Larson Law Firm, LLC, practicing in the areas of estate planning, business law, and asset protection for physicians and dentists.”
According to the Financial Industry Regulatory Authority, Randy Larson holds 12 years of securities industry experience. Based in St. Louis, Missouri, he has been a broker with Great Point Capital since 2023 and an investment advisor with 25 Financial since 2022. His past registrations include Arete Wealth Management (St. Louis, Missouri; 2017-2023) and Larson Financial Securities (St. Louis, Missouri; 2011-2017). His credentials include the passage of three securities industry qualifying exams: the General Securities Representative Examination, or Series 7; the Securities Industry Essentials Examination, or SIE; and the Uniform Combined State Law Examination, or Series 66. He is licensed in Arkansas, California, Colorado, the District of Columbia, Florida, Georgia, Idaho, Kansas, Michigan, Missouri, New York, Pennsylvania, South Carolina, Texas, and Washington. (Information current as of November 13, 2023.)
Carlson Law represents investors throughout the United States in claims against financial advisors and investment firms. If you or a loved one have suffered investment losses, please call us at 888-976-6111 or complete our contact form for a free and confidential consultation.