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Ricardo Jose Larrazabal

Portfolio Resources Advisor Group, Inc.

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About Ricardo Jose Larrazabal

Ricardo Larrazabal is an investment advisor representative with Portfolio Resources Advisor Group, Inc. Ricardo is licensed to provide investment advisory services in Florida and Texas. Ricardo has been in the industry since 2003, and has previously worked with Portfolio Resources Group, Inc. in Caracas, Miranda. Ricardo is also an executive director at SOLFIN CASA DE BOLSA, a Venezuelan Securities Brokerage Firm.

Firm Information

Ricardo Larrazabal is currently registered with Portfolio Resources Advisor Group, Inc.. Portfolio Resources Advisor Group, Inc. is an investment advisor registered with the SEC and based in Miami, Florida. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, corporations, and high-net-worth individuals. They also offer selection of other advisers. The firm manages $115,963,278 in assets for 362 clients.
Portfolio Resources Advisor Group, Inc.

800 BRICKELL AVENUE, SUITE 903

MIAMI, FL 33131

$115.96M

Assets Under Management

9

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ricardo Larrazabal’s Registration & Firm History

FL

11/30/2021 - Present

Portfolio Resources Advisor Group, Inc. (MIAMI FL)

NA

06/17/2016 - 08/10/2021

PORTFOLIO RESOURCES GROUP, INC. (CARACAS, MIRANDA )

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Licenses & Designations

IA

Issued 12/19/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ricardo Jose Larrazabal.
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