Lara, May & Associates, LLC

Lara, May & Associates, LLC (CRD# 145589) is a financial advisory firm headquartered in Falls Church, VA. They manage $301,989,465 in 986 accounts and serve the financial needs of clients across 36 states (or territories).

By the Numbers
  • Total Assets Under Management
    302
    MILLION
  • Total Number of Accounts
    986
    ACCOUNTS
  • Average Account Value
    $306,277
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV

Financial Advisors at Lara, May & Associates, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Sterling D. Neblett
CRD#: 4972455
7901 Jones Branch Dr., Suite 800, Mclean, VA 22102
103
Wealthminder
score

Sterling Neblett is a Founding Partner of Centurion Wealth Management. His vision for starting Centurion Wealth was to establish a firm focused on guiding and leading clients through the complexities of the interrelated areas of wealth management including investments, taxes, cash flow generation, debt management, business succession, estate planning, charitable giving and risk management.

 

Investment Advisor Representative of Spire Wealth Management, LLC. Advisory Services offered through Spire Wealth Management, LLC, a Federally Registered Investment Advisor. Securities offered through an affiliate, Spire Securities, LLC, Member FINRA/SIPC.

2
Sharon L. Abbey
CRD#: 4319044
610 E. Main Street, Suite 13, Frisco, CO 80443
93
Wealthminder
score

Sharon Abbey (CRD# 4319044) is an Investment Advisor Representative working at Lara, May & Associates, LLC in Frisco, CO and has over 15 years of experience in the finance industry.

3
Steven F. Collins
CRD#: 2367431
7600 Leesburg Pike, Suite 120 East, Falls Church, VA 22043
93
Wealthminder
score

Steven Collins (CRD# 2367431) is an Investment Advisor Representative working at Lara, May & Associates, LLC in Falls Church, VA and has over 11 years of experience in the finance industry.

4
Paul W. Corley
CRD#: 3003496
7600 Leesburg Pike, Suite 120 East, Falls Church, VA 22043
93
Wealthminder
score

Paul Corley (CRD# 3003496) is an Investment Advisor Representative working at Lara, May & Associates, LLC in Falls Church, VA and has over 19 years of experience in the finance industry.

5
Daniel S. Glusica
CRD#: 1899773
7600 Leesburg Pike, Suite 120 East, Falls Church, VA 22043
93
Wealthminder
score

Daniel Glusica (CRD# 1899773) is an Investment Advisor Representative working at Lara, May & Associates, LLC in Falls Church, VA and has over 23 years of experience in the finance industry.

6
Richard J. Gow
CRD#: 2350424
7600 Leesburg Pike, Suite 120 East, Falls Church, VA 22043
93
Wealthminder
score

Richard Gow (CRD# 2350424) is an Investment Advisor Representative working at Lara, May & Associates, LLC in Falls Church, VA and has over 10 years of experience in the finance industry.

7
Beth J. Levine
CRD#: 2549150
7600 Leesburg Pike, Suite 120 East, Falls Church, VA 22043
93
Wealthminder
score

Beth Levine (CRD# 2549150) is an Investment Advisor Representative working at Lara, May & Associates, LLC in Falls Church, VA and has over 22 years of experience in the finance industry.

8
Lauren K. O'brien
CRD#: 5954360
7600 Leesburg Pike, Suite 120 East, Falls Church, VA 22043
93
Wealthminder
score

Lauren O'brien (CRD# 5954360) is an Investment Advisor Representative working at Lara, May & Associates, LLC in Falls Church, VA and has over 6 years of experience in the finance industry. Lauren O'brien 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.

9
Stephen V. O'brien
CRD#: 1085850
7600 Leesburg Pike, Suite 120 East, Falls Church, VA 22043
93
Wealthminder
score

Stephen O'brien (CRD# 1085850) is an Investment Advisor Representative working at Lara, May & Associates, LLC in Falls Church, VA and has over 34 years of experience in the finance industry.

10
Charles R. Shaw
CRD#: 2530142
7600 Leesburg Pike, Suite 120 East, Falls Church, VA 22043
93
Wealthminder
score

Charles Shaw (CRD# 2530142) is an Investment Advisor Representative working at Lara, May & Associates, LLC in Falls Church, VA and has over 22 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.