EL
CFP
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
36 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$58.3M
Areas of Practice
Investment ManagementInsurance Planning
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Advisor Information
Office location
Breckenridge, CO
Get directionsRegulatory History (2)
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Customer Dispute
January 2016Closed-No Action
Regulatory
October 1994Final
Other Business Activities
Edward owns E. Ronald Lara Inc., a tax structured company, and is an officer for Seldom Acres H.O.A., dedicating minimal time to each. He is also affiliated with Pierce Wealth Partners and serves on the investment committee for the National Repertory Orchestra, spending a few hours per week on the latter.
Employment History
Current Registrations
Pierce Wealth Partners, INC.
March 2023 - Present · 2 yrs 10 mos
Bley Investment Group, INC.
September 2021 - Present · 4 yrs 4 mos
Bley Investment Group, INC.Broker
September 2021 - Present · 4 yrs 4 mos
Previous Registrations
Stratos Wealth Advisors LLC
December 2021 - January 2022 · 1 mo
Xml Financial Group
February 2019 - July 2020 · 1 yr 5 mos
Xml SecuritiesBroker
June 2008 - July 2020 · 12 yrs 1 mo
Lara, May & Associates, LLC
January 2008 - February 2019 · 11 yrs 1 mo
Lara, Shull & May, Ltd.
July 1999 - December 2007 · 8 yrs 5 mos
The Lara Group, Ltd
August 1993 - June 2010 · 16 yrs 10 mos
Lara, Shull & May, LtdBroker
June 1982 - June 2008 · 26 yrs
Voss & Co., INC.Broker
March 1981 - July 1982 · 1 yr 4 mos
Derand Investment Corporation of AmericaBroker
November 1970 - May 1981 · 10 yrs 6 mos
State Registrations7 states
CACODEFLMDTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.