Aquiles Larrea (CRD# 2413410) is an Investment Advisor Representative working at Larrea Wealth Management in New York, NY and has over 27 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ssn Advisory Inc. | New York, NY | Jan 2018 - Current | 6 |
| Securities Service Network | New York, NY | Jan 2018 - Current | 6 |
| Larrea Asset Management | New York, NY | Oct 2003 - Current | 20 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2010 - Dec 2017 | 7 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2009 - Dec 2017 | 8 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2009 - Dec 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1996 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management12MILLIONS
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Total Number of Accounts80ACCOUNTS
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Average Account Value$150,000
- 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
NY
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