Larry Miranda (CRD# 2568388) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Walnut, CA and has over 17 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ic Advisory Services, Inc. | Walnut, CA | Dec 2023 - Current | < 1 |
| The Investment Center, Inc. | Walnut, CA | Dec 2023 - Current | < 1 |
| Crown Capital Securities, LP | Orange, CA | Nov 2018 - Dec 2023 | 5 |
| Prudential Insurance Company Of America | Walnut, CA | Feb 2018 - Nov 2018 | < 1 |
| Pruco Securities LLC | Walnut, CA | Feb 2018 - Nov 2018 | < 1 |
| Crown Capital Securities, LP | Orange, CA | Mar 2013 - Feb 2018 | 4 |
| Independent Life Insurance Agent | Walnut, CA | Oct 2005 - Feb 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
- CA
- PA
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Total Assets Under Management2,141MILLIONS
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Total Number of Accounts6,011ACCOUNTS
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Average Account Value$356,194
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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