Ricardo
Larrazabal

Portfolio Resources Advisor Group, Inc

CRD#6239752
Investment Advisor
in Miami, FL

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About this Advisor

Ricardo Larrazabal is a financial advisor working out of Miami, Florida, with a total of 2 years of industry experience. Larrazabal is on the advisory team at Portfolio Resources Advisor Group, Inc. Over the course of their career, Larrazabal has held roles at Solfin Operador De Valores Autorizado and Portfolio Resources Group, Inc. Larrazabal has a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Florida and Texas. Portfolio Resources Advisor Group, Inc is a financial advisory business operating out of Miami, FL. The company has offices in 10 locations and a total of 15 employees. It has $99 million in assets under management among its 456 client accounts, placing it among the smaller investment advisory firms in the country by assets under management. Of its 456 accounts, just 2% are associated with high-net-worth investors who have at least $1 million in assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules typically depend on which services the firm provides the client. However, fees billed by Portfolio Resources Advisor Group, Inc likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

800 Brickell Avenue, Suite 903
Miami, FL 33131

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Portfolio Resources Advisor Group, Inc Brokerage Details

Total Assets Under Management

$99,018,339

FL Average: $1,855,561,029
Total Number of Employees

15

FL Average: 62
Total Number of Accounts

456

FL Average: 2,474
Average Account Size

$217,145

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Ricardo Larrazabal Work History

Ricardo has been registered as a financial advisor for 2 years.*

2016 - Present (8 years)

Portfolio Resources Group, Inc

2003 - Present (21 years)

Solfin Operador De Valores Autorizado

2013 - 2016 (3 years)

Portfolio Resources Group, Inc

*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 Ricardo Larrazabal 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 Portfolio Resources Advisor Group, Inc

David Diaz Monroy
Miami, FL
Andrea Nogueroles
Piso 10 Chacao Caracas,
Jhonny Georges Parra
Piso 10 Chacao Caracas,
Joyce Moore
Miami, FL
Aaron Katsman
Miami, FL
Ricardo Larrazabal
Miami, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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