Daniel E. Larsen, CPA
Daniel Larsen is responsible for the supervision of Larsen Capital’s investment advisor representatives (IARs). Mr. Larsen’s supervision includes a review of IAR correspondence (e.g., email, letters, etc.), advertising, client accounts statements and other related documentation to ensure that Larsen Capital’s IARs are conducting themselves in accordance with Larsen Capital’s compliance and supervisory procedures and applicable investment advisory rules and regulations.
Education
- B.S. in Accounting, Fairleigh Dickinson University, Rutherford, New Jersey
Certifications
- Uniform Investment Adviser Law Exam, Series 65, 1999
- Certified Public Accountant, State of New Jersey, 1980
Professional experience
- Larsen Capital, LLC, principal/registered representative, September 2000 – present
- Daniel E. Larsen Certified Public Accountant, owner, 1980 – present
- EZPAY Inc., Payroll Service Corporation, president/majority shareholder, 1993 – present
- HD Vest, registered representative, September 1999 – August 2000
Born
- 1945
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