Roman
Lara
Secure Investment Management, LLC
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About this Advisor
Roman Lara is a financial advisor who works in Tucson, Arizona with a total of 1 year of industry experience. Lara currently works for Secure Investment Management, LLC. Lara has gained experience at Nms Capital Asset Management, Valic Financial Advisors, Inc, Secure Investment Management, LLC, Specializedadvisors, LLC, Brookstone Capital Management1, Centaurus Financial Inc and Xtreme Green Socal. Lara has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in California. Secure Investment Management, LLC is a financial advisory firm based in Tucson, AZ. It manages $37 million in assets under management among its 659 accounts, making it one of the smaller financial advisory firms in the nation by assets under management. The firm offers a few services, such as portfolio management for individuals and small businesses and other services. Financial advisory fee schedules depend on which service is offered. Fee types charged by Secure Investment Management, LLC most likely include any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Secure Investment Management, LLC Brokerage Details
$36,717,410
12
659
$55,717
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Other
Roman Lara Work History
Roman has been registered as a financial advisor for 1 years.*
Secure Investment Management, LLC
Specializedadvisors, LLC
Brookstone Capital Management1
Secure Investment Management, LLC
Centaurus Financial Inc
Xtreme Green Socal
Valic Financial Advisors, Inc
Nms Capital Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Roman Lara to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Secure Investment Management, LLC
Tucson, AZ
Tucson, AZ
Temecula, CA
Tucson, AZ
Tucson, AZ
Tucson, AZ
Tucson, AZ
Tucson, AZ
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