Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adolph? Claim Your ProfileAdolph Charles Lara is a financial advisor registered with LPL Financial LLC. Adolph has been in the financial services industry since 1994. Adolph has been associated with Victory Capital Services, Inc., USAA Financial Advisors, Inc. and USAA Investment Management Company in the past. Adolph Charles Lara is registered in 8 states: Alabama, Arizona, California, Colorado, Florida, Texas, Texas (IA) and Virginia. Adolph is a Registered Representative of LPL Financial, and an Investment Advisor Representative of Genesis Wealth Management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
05/04/2023 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
07/01/2019 - 05/10/2023
VICTORY CAPITAL SERVICES, INC. (San Antonio TX)
TX
05/08/2006 - 07/01/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
12/06/2014 - 10/17/2016
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
01/08/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
04/21/1994 - 05/08/2006
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 02/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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