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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larissa? Claim Your ProfileLarissa Amanda Lea is a registered investment advisor representative in California, Arizona, Montana, New York, Oregon, Texas and Utah, and also a registered investment advisor in California and Texas. Larissa is licensed through LPL Financial LLC and has been in the financial industry since April 2022. Larissa has experience providing financial services and tax preparation. Larissa’s firm, LPL Financial LLC, has a focus on investment companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. The firm provides investment advisory services and financial planning services.
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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CA
09/18/2023 - Present
LPL Financial LLC (MONTEREY CA)
BOTH
Issued 09/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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