Richard Alexander Larsen

Employer firm

Team Hewins, LLC CRD 291194

$3.97B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 06/2019
  Student
  Seattle, WA
• 07/2019 → 07/2020
  Insight Global
  Seattle, WA
• 07/2020 → 01/2023
  Insight Global
  Seattle, WA
• 02/2023 → 04/2024
  Insight Global
  San Francisco, CA
• 05/2024 → 08/2024
  Unemployed
  San Francisco, CA
• 09/2024 → Present
  Team Hewins, Llc
  Redwood City, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-17

Other Names

• Alex Larsen