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LS

Larae Sanchez

ALTRUIST FINANCIAL
Culver City, CA 90232
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CRD#: 7032984
LS

Professional summary


Larae Sanchez, who also goes by Lara Sanchez, Larae A Sanchez, Larae Alexandra Sanchez, Rae Sanchez, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in Culver City, California.

Larae is registered as a RR (Registered Representative) and started their career in finance in 2019. Larae has worked at 5 firms and has passed the Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lara Sanchez | Larae A Sanchez | Larae Alexandra Sanchez | Rae Sanchez

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) - BD


Click below to view Larae Sanchez'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®
None

Experience


Current

July 14, 2025 - Present

ALTRUIST FINANCIAL LLC

Office #1: 5833 Perry, Culver City, CA 90232
BD
CRD#: 299274
Culver City, CA
Past

March 14, 2023 - July 31, 2023

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Lone Tree, CO
Past

November 1, 2022 - February 10, 2023

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Broomfield, CO
Past

May 24, 2021 - August 9, 2022

ROBINHOOD FINANCIAL, LLC

BD
CRD#: 165998
Denver, CO
Past

February 4, 2019 - April 21, 2021

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
LOVELAND, CO

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(7/14/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 3/16/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/27/2021
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 2/4/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AF
ALTRUIST FINANCIAL LLC
ALTRUIST | ALTRUIST FINANCIAL LLC | ALTRUIST CLEARING

CRD#: 299274 / SEC#: , 8-70244

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
300 S. Pearl Expressway Suite 250, Dallas, TX 75201
Mailing Address
300 S. Pearl Expressway Suite 250, Dallas, TX 75201
Phone number
(888) 510-4660
Established
Delaware since 10/08/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ALTRUIST CORPMEMBER
BAHADORI, MAZI [NMN]CEO AND CCO5749453
GEARHART, JEFFREY SPRINCIPAL OPERATIONS OFFICER2443490
GIRALDO, ANDRES MAURICIOFINOP7097178
MENNOW, ROBERT ALLISONHEAD OF ADVISOR OPERATIONS3070390
WARNER, WESLEY DEESENIOR DIRECTOR OF ADVISOR OPERATIONS5584384

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


ALTRUIST FINANCIAL LLC

CRD#: 299274Culver City, CA 90232

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