Larry F. Beltramo
Professional summary
Larry Frank Beltramo, CFP® is a registered financial advisor currently at BELTRAMO FINANCIAL SERVICES, INC. located in Irvine, California.
Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Larry has worked at 6 firms and has passed the Series 63, Series 7, Series 1, Series 51, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Larry Frank Beltramo's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1988
Experience
October 27, 2010 - Present
BELTRAMO FINANCIAL SERVICES, INC.
Office #1: 20 Corporate Park Suite #160, Irvine, CA 92606-5183January 25, 1996 - February 24, 2011
REGENCY SECURITIES, INC.
November 19, 1989 - January 12, 1996
OSAIC WEALTH, INC.
January 9, 1987 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
February 1, 1985 - January 19, 1987
PLANVEST CAPITAL CORPORATION
July 28, 1980 - February 8, 1985
EQUITEC SECURITIES COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/27/2010)
Exams
Series 1
Date: 7/14/1980
Registered Representative ExaminationCurrent Firm
BELTRAMO FINANCIAL SERVICES, INC.
CRD#: 154791 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 118 |
| AUM (Assets Under Management) | $ 50,133,190 |
Red Flags
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