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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Thomas Altuzarra is an investment advisor representative at LRI Investments. Evan has a background in finance and has been working in the industry since 2024. Evan is registered with the state of Idaho and has passed the Uniform Investment Adviser Law Examination. Evan is a specialist in portfolio management for individuals and financial planning. Evan also provides pension consulting services. Evan's focus is on working with high-net-worth individuals and other individuals. Evan's current firm, LRI Investments, is located in Palm Beach Gardens, Florida. Evan has previous experience working with Ripley Doom & Co. in Boise, Idaho, and M Financial Group in Portland, Oregon.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
FL
02/14/2025 - Present
LRI Investments (PALM BEACH GARDENS FL)
Active
Inactive
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