Lee Christopher Larson

Finance

Consumer Services

Profile

Lee Christopher Larson worked as a Principal at Regis Securities Corp.
and The Warner Group, Inc. He also worked as a Senior Vice President at CWA Asset Management Group LLC.
Larson was an Independent Advisor at Hayden Harper Advisory LLC from 2012 to 2015 and an Investment Advisor at Regis Asset Management LLC from 2010 to 2012.
Larson received his graduate degree from the University of Georgia in 2002 and his undergraduate degree from the University of Northern Iowa in 2000.

Former positions of Lee Christopher Larson

Companies	Position	End
CWA Asset Management Group LLC CWA Asset Management Group LLC Investment ManagersFinance CWA Asset Management Group (CWA) LLC is a SEC-registered investment advisor and wealth management firm headquartered in Naples, Florida. The firm was founded in 2011 and is primarily owned by CWA Holdings LLC. CWA provides portfolio management and investment advisory services primarily to individuals, high net worth individuals or families, as well as trusts, endowments, charitable organizations, insurance companies, pension plans, foundations and other business entities.	Portfolio Manager-Equities	01/05/2021
Hayden Harper Advisory LLC Hayden Harper Advisory LLC Investment ManagersFinance Hayden Harper Advisory LLC (HHA) is an independent, SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Michael Fox in 2002. HHA provides family office, tax and financial services to entrepreneurs, their families and small to mid-size businesses.	Portfolio Manager-Equities	01/01/2015
Regis Asset Management LLC Regis Asset Management LLC Investment ManagersFinance Regis Asset Management LLC provides investment advice. The private company is based in Westerville, OH.	Corporate Officer/Principal	01/01/2012
The Warner Group, Inc. The Warner Group, Inc. Real Estate DevelopmentFinance The Warner Group, Inc. provides real estate services. The private company is based in Rochester, WA.	Corporate Officer/Principal	-
Regis Securities Corp.	Corporate Officer/Principal	-

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Training of Lee Christopher Larson

University of Georgia	Graduate Degree
University of Northern Iowa	Undergraduate Degree

Experiences
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Linked companies

Private companies	5
Regis Securities Corp.
CWA Asset Management Group LLC CWA Asset Management Group LLC Investment ManagersFinance CWA Asset Management Group (CWA) LLC is a SEC-registered investment advisor and wealth management firm headquartered in Naples, Florida. The firm was founded in 2011 and is primarily owned by CWA Holdings LLC. CWA provides portfolio management and investment advisory services primarily to individuals, high net worth individuals or families, as well as trusts, endowments, charitable organizations, insurance companies, pension plans, foundations and other business entities.	Finance
Hayden Harper Advisory LLC Hayden Harper Advisory LLC Investment ManagersFinance Hayden Harper Advisory LLC (HHA) is an independent, SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Michael Fox in 2002. HHA provides family office, tax and financial services to entrepreneurs, their families and small to mid-size businesses.	Finance
Regis Asset Management LLC Regis Asset Management LLC Investment ManagersFinance Regis Asset Management LLC provides investment advice. The private company is based in Westerville, OH.	Finance
The Warner Group, Inc. The Warner Group, Inc. Real Estate DevelopmentFinance The Warner Group, Inc. provides real estate services. The private company is based in Rochester, WA.	Finance

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