Larry R. Blades

RETIREMENT SOLUTIONS

RIO RANCHO, NM

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CRD#: 4593659

Professional summary

Larry Robert Blades is a registered financial advisor currently at RETIREMENT SOLUTIONS located in Rio Rancho, New Mexico.

Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Larry has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Larry Blades, Sole Proprietor; Inv Rel; Rio Rancho, NM 87144; Insurance Sales; Insurance Producer of Life, Health & Fixed Products: since 04/2003; Hours per Month: 80; Hours per month during trading hours: 40. 2) Oakwood Summit, LLC; Inv Rel; Rio Rancho, NM; Tax Advisor & Insurance Agent; Insurance sales and services/Tax advice; approx 80 hrs/mo; 40 during sec trdg.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Robert Blades's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 25, 2024 - Present

RETIREMENT SOLUTIONS

RIA

CRD#: 331575

RIO RANCHO, NM

Past

December 21, 2021 - October 8, 2024

REDWOOD PRIVATE WEALTH

RIA

CRD#: 312942

RIO RANCHO, NM

Past

June 6, 2017 - December 31, 2021

RETIREMENT AND INVESTMENT SOLUTIONS, LLC

RIA

CRD#: 288043

RIO RANCHO, NM

Past

September 2, 2005 - October 15, 2007

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA

CRD#: 3641

CIBOLO, TX

Past

January 4, 2005 - September 2, 2005

FIRST COMMAND BANK

RIA

CRD#: 128851

FORT WORTH, TX

Past

January 31, 2003 - October 15, 2007

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

CIBOLO, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Mexico
(6/25/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/18/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/10/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 1/30/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RETIREMENT SOLUTIONS

OAKWOOD SUMMIT, LLC | RETIREMENT SOLUTIONS | RETIREMENT AND INVESTMENT SOLUTIONS, LLC

CRD#: 331575 / SEC#:

New Mexico

Registered Investment Advisory firm - (6/25/2024 Approved)

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Contact information

Main Address

Rio Rancho, NM

Mailing Address

Phone number

(505) 892-1209

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	20
AUM (Assets Under Management)	$ 5,756,930

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Larry R. Blades

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Robert Blades's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREMENT SOLUTIONS

REDWOOD PRIVATE WEALTH

RETIREMENT AND INVESTMENT SOLUTIONS, LLC

FIRST COMMAND BROKERAGE SERVICES, INC.

FIRST COMMAND BANK

FIRST COMMAND BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/18/2017

Series 63

Date: 2/10/2003

Series 6

Date: 1/30/2003

Current Firm

RETIREMENT SOLUTIONS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RETIREMENT SOLUTIONS

TRUST BUT VERIFY

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