Laryssa Freeman (CRD# 3267539) is an Investment Advisor Representative working at Meritage Wealth Management in Carlsbad, CA and has over 24 years of experience in the finance industry. Laryssa Freeman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 1563615
Ubs Financial Services Inc.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Meritage Wealth Management | Carlsbad, CA | Feb 2021 - Current | 3 |
| Lpl Financial LLC | Carlsbad, CA | May 2006 - Feb 2021 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1999 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
- CA
- TX
-
Total Assets Under Management35MILLIONS
-
Total Number of Accounts103ACCOUNTS
-
Average Account Value$336,381
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, TX
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