Laryssa M. Freeman
Professional summary
Laryssa Marie Freeman, CFP®, who also goes by Laryssa Rorapaugh, is a registered financial advisor currently at MERITAGE WEALTH MANAGEMENT located in Carlsbad, California.
Laryssa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Laryssa has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Core Areas of Focus
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Laryssa Marie Freeman's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2022
Experience
January 26, 2021 - Present
MERITAGE WEALTH MANAGEMENT
Office #1: 5857 Owens Avenue Suite 300, Carlsbad, CA 92008May 5, 2006 - February 4, 2021
LPL FINANCIAL LLC
May 5, 2006 - February 4, 2021
LPL FINANCIAL LLC
August 1, 2003 - May 25, 2006
UBS FINANCIAL SERVICES INC.
August 1, 2003 - May 25, 2006
UBS FINANCIAL SERVICES INC.
October 4, 1999 - August 18, 2003
RBC CAPITAL MARKETS, LLC
September 7, 1999 - August 18, 2003
RBC CAPITAL MARKETS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/26/2021)
(7/1/2021)
Exams
Current Firm
MERITAGE WEALTH MANAGEMENT
CRD#: 311884 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 120 |
| AUM (Assets Under Management) | $ 38,877,284 |
Red Flags
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