Larry RozasCRD Number: 6029752
Current Firm: Insight Securities, Inc.
Larry Rozas (CRD# 6029752) is an Investment Advisor Representative working at Insight Securities, Inc. in Miami, FL and has over 5 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Insight Securities, Inc.||Miami, FL||Jul 2017 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Miami, FL||Jan 2016 - Jun 2017||1|
|Bolton Global Asset Management||Bolton, MA||May 2014 - Jan 2016||1|
|Bolton Global Capital||Bolton, MA||Mar 2014 - Jan 2016||1|
|Cp Capital Secutities||Miami, FL||Jun 2012 - Mar 2014||1|
|Brickell Financial Services /road America||Miami, FL||Jun 2012 - Jul 2012||< 1|
|Unemployed||Miami, FL||Mar 2012 - Jun 2012||< 1|
|Vfinance||Miami, FL||Feb 2012 - Mar 2012||< 1|
|Unemployed||Miami, FL||Dec 2011 - Feb 2012||< 1|
|Florida International University||Miami, FL||May 2006 - Dec 2011||5|
|Vfinance||Miami, FL||Jul 2010 - Aug 2010||< 1|
|Road America||Miami, FL||Jun 2009 - Oct 2009||< 1|
|Mighty Fine Cakes||Miami, FL||Feb 2008 - Dec 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2013|
|S63||Uniform Securities State Law Examination||Sep 2015|
Total Assets Under Management110MILLIONS
Total Number of Accounts249ACCOUNTS
Average Account Value$442,925
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NY, OH, OK, PA, PR, SC, SD, TX, VA, WA, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.