Unclaimed
Javier Omar Larrea is a financial advisor with over 25 years of experience in the industry. Javier has been associated with Cary Street Partners since November 2013. Prior to that, Javier was with Riverstone Wealth Management, Inc. and Prudential Securities Incorporated. Javier is registered as a Broker/Dealer and Investment Advisor Representative in several states, including Texas, Virginia, and North Carolina. He holds several securities licenses, including Series 7, 31, 63, and 65, as well as the SIE exam. Javier specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
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.
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.
Revenue sharing with certain third parties
1
2
TX
01/08/2019 - Present
Cary Street Partners (AUSTIN TX)
TX
11/13/2002 - 12/09/2013
RIVERSTONE WEALTH MANAGEMENT, INC. (AUSTIN TX)
NY
01/12/2001 - 11/20/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
06/25/1997 - 01/26/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 07/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 06/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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