Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Villareal Correa has been in the securities industry since May 11, 1987. Larry is currently registered with Charles Schwab & CO., Inc. and has been with the firm since May 25, 2020. Larry has a Series 6, 7, 24 and 63 license. Prior to joining Charles Schwab & CO., Inc., Larry was employed at USAA FINANCIAL ADVISORS, INC., USAA INVESTMENT MANAGEMENT COMPANY, MAIN STREET MANAGEMENT COMPANY and FIRST INVESTORS CORPORATION. Larry is a Chartered Financial Consultant. Larry's specializations include financial planning and portfolio management for businesses. Larry also owns a rental property.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IN
05/25/2020 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
TX
09/20/2005 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
09/19/1990 - 09/21/2005
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
MA
09/19/1990 - 10/02/1990
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
NA
05/20/1985 - 09/26/1988
FIRST INVESTORS CORPORATION
BC
Issued 02/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1993
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Larry Correa is the right advisor for you? Invested Better is here to help.
