Edward R. Lara
Professional summary
Edward Ronald Lara, CFP®, who also goes by Ron Lara, is a registered financial advisor currently at PIERCE WEALTH PARTNERS, INC. located in Breckenridge, Colorado and BLEY INVESTMENT GROUP, INC. located in Fort Worth, Texas.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1970. Edward has worked at 9 firms and has passed the Series 63, Series 65, Series 99TO, Series 62, Series 52TO, Series 7TO, SIE, Series 1, Series 4, Series 27, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward Ronald Lara's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1977
Experience
March 21, 2023 - Present
PIERCE WEALTH PARTNERS, INC.
September 30, 2021 - Present
BLEY INVESTMENT GROUP, INC.
Office #1: 6300 Ridglea Place Suite 508, Fort Worth, TX 76116Office #2: 6300 Ridglea Place #508, Fort Worth, TX 76116December 3, 2021 - January 3, 2022
STRATOS WEALTH ADVISORS LLC
February 4, 2019 - July 1, 2020
XML FINANCIAL GROUP
June 17, 2008 - July 1, 2020
XML SECURITIES
January 2, 2008 - February 1, 2019
XML SECURITIES
July 22, 1999 - December 31, 2007
LARA, SHULL & MAY, LTD
August 30, 1993 - June 22, 2010
THE LARA GROUP, LTD
June 17, 1982 - June 18, 2008
LARA, SHULL & MAY, LTD
March 31, 1981 - July 1, 1982
VOSS & CO., INC.
November 16, 1970 - May 9, 1981
DERAND/PENNINGTON/BASS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/1/2021)
(10/1/2021)
(1/31/2024)
(11/18/2021)
(12/3/2021)
(8/9/2023)
(10/1/2021)
(3/21/2023)
(2/23/2024)
(2/23/2024)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 62
Date: 1/2/2023
Corporate Securities Limited Representative ExaminationSeries 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 7TO
Date: 1/2/2023
General Securities Representative ExaminationSeries 1
Date: 11/12/1970
Registered Representative ExaminationFINRA
Current Firm
PIERCE WEALTH PARTNERS, INC.
CRD#: 315147 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 64 |
| AUM (Assets Under Management) | $ 58,290,440 |
Red Flags
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