Location: Atlanta Area, GA
Office Locator
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Atlanta Area Office

LOCATION INFO
2555 Prado Lane
Suite 1420
Marietta, GA 30066
Phone: (770) 419-8989
Toll Free: (855) 419-8989
Fax: (770) 419-8990
ABOUT THIS LOCATION
The Mutual Fund Store in Marietta serves the northwestern region of Atlanta, including Smyrna, Kennesaw, Dunwoody, Alpharetta, Roswell and Sandy Springs. Based on your unique financial goals, our investment advisors will prepare a personalized investment plan to assist you with 401(k) rollovers, saving for a child’s education or developing a retirement strategy.
James Larson
CFS®
Senior Investment Advisor
James Larson

  • Began career in the financial services industry in 1992.
  • Successfully completed the Series 6, 7, 24, 31, 63, and 65 licenses administered by FINRA.
  • Earned the distinction of Certified Fund Specialist (CFS).
  • Bachelor in Communications from Florida Atlantic University.
  • Married to Sari. They have two children.
  • Hometown is Tallahassee, Florida.
  • Enjoys water sports, travel, and playing percussion.
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