AdFi
LC

Lee Christopher Larson

Investment Adviser Representative at EVERSTAR ASSET MANAGEMENT, LLC

Mooresville, NCCRD #4758758Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
3 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
IowaNew YorkNorth Carolina
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/19/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 3/10/2005
Series 7
General Securities Representative Examination
Passed 2/17/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $499,9991.75%
$500,000 - $1 million1.50%
$1 million - $2 million1.25%
$2 million+1.10%
Source

Everstar Asset Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

EVERSTAR ASSET MANAGEMENT, LLCCurrent
6/6/2021Mooresville, NC
CWA ASSET MANAGEMENT GROUP
7/8/20155/28/2021Mooresville, NC
HAYDEN HARPER ADVISORY, LLC
7/5/20127/7/2015Indian Land, SC
REGIS ASSET MANAGEMENT LLC
1/4/20107/3/2012Westerville, OH
WARNER GROUP, INC.
6/14/20069/10/2007Westlake, OH

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View EVERSTAR ASSET MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lee Christopher Larson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Lee Christopher Larson - Financial Advisor in Mooresville, NC | AdvisorFinder