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Lars Lee Phillips

Lars L. Phillips

AVIER WEALTH ADVISORS
BELLEVUE, WA 98004
Some features on this profile are disabled
CRD#: 6015679
Lars Lee Phillips

Professional summary

Lars Lee Phillips, CFP® is a registered financial advisor currently at AVIER WEALTH ADVISORS located in Bellevue, Washington.

Lars is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Lars has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lars Lee Phillips's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

April 16, 2012 - Present

AVIER WEALTH ADVISORS

Office #1: 10655 Ne 4th Street, Suite 508, Bellevue, WA 98004
RIA
CRD#: 161077
BELLEVUE, WA
Past

January 10, 2012 - June 28, 2012

RETIREMENT ASSET MANAGEMENT, LLC

RIA
CRD#: 140866
BELLEVUE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AVIER WEALTH ADVISORS
AVIER WEALTH ADVISORS
AVIER WEALTH ADVISORS | RETIREMENT ASSET MANAGEMENT | RAM INVESTMENT PARTNERS, LLC

CRD#: 161077 / SEC#: 801-73301

RIA
Registered Investment Advisory firm - (3/14/2012 Approved)

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
Washington
(4/16/2012)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/22/2011
Uniform Investment Adviser Law Examination

Current Firm

AVIER WEALTH ADVISORS
AVIER WEALTH ADVISORS
AVIER WEALTH ADVISORS | RETIREMENT ASSET MANAGEMENT | RAM INVESTMENT PARTNERS, LLC

CRD#: 161077 / SEC#: 801-73301

RIA
Registered Investment Advisory firm - (3/14/2012 Approved)
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Contact information

Main Address
10655 Ne 4th Street Suite 500, Bellevue, WA 98004
Mailing Address
Phone number
(425) 467-1011
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AVIER WEALTH ADVISORS ADV PART 2 10.29.2025 (11/5/2025)

Regulatory assets under management

Total Number of Accounts2,477
AUM (Assets Under Management)$ 964,391,865

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.

Company Information

AVIER WEALTH ADVISORS

AVIER WEALTH ADVISORS

CRD#: 161077Bellevue, WA 98004

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