Lawrence Keith Larson

CRD 2725390 · Charles Schwab & Co., Inc. · Campbell, CA

IA RegisteredBroker

Also appears in the source record as: Keith Larson; Larry Larson; Lawrence Larson

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 31Series 7Series 6Series 66
Registered states (18): Arizona · California · Colorado · Connecticut · District Of Columbia · Florida · Idaho · Michigan · Missouri · Nevada · New York · North Carolina · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Washington
Years in the industry (source record): 28
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2725390 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (7)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Campbell, CA · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Campbell, CA · BC capacity

start not retrieved → present
Morgan Stanley
Cupertino, CA · IA capacity

Nov 1, 2002 → Nov 21, 2003
Morgan Stanley Dw Inc.
Purchase, NY · BC capacity

Nov 1, 2002 → Nov 21, 2003
Merrill Lynch Pierce Fenner & Smith Inc.
San Jose, CA · IA capacity

Sep 13, 1999 → Nov 6, 2002
Merrill Lynch, Pierce, Fenner & Smith Incorporated
New York, NY · BC capacity

May 17, 1999 → Nov 6, 2002
Franklin/Templeton Distributors, Inc.
San Mateo, CA · BC capacity

Mar 29, 1996 → Mar 13, 1997

Source & corrections

Where this page comes from

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