Charles
Carazo
Spire Wealth Management, LLC
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About this Advisor
Charles Carazo is a financial advisor who works out of Metairie, Louisiana with 5 years of relevant experience. Carazo is on the advisory team at Spire Wealth Management, LLC. Throughout their career, they have worked at University Of New Orleans and Ron Carazo And Associates. Carazo has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Louisiana. Spire Wealth Management, LLC is a registered investment business operating out of Mc Lean, VA. It has offices in 45 locations and a total of 138 employees. It oversees $4 billion in total assets among its 14,882 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises 35 charitable organizations. Of its 14,882 client accounts, just 1% are associated with high-net-worth investors who have at least $1 million in investable assets. Spire Wealth Management, LLC performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice depend on which service is provided. Fees charged by Spire Wealth Management, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spire Wealth Management, LLC Brokerage Details
$3,880,542,514
138
14,882
$260,754
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Charles Carazo Work History
Charles has been registered as a financial advisor for 5 years.*
Ron Carazo And Associates
University Of New Orleans
*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 Charles Carazo 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 Spire Wealth Management, LLC
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Newburgh, NY
Mc Lean, VA
Alexandria, VA
Charlotte, NC
Fort Lauderdale, FL
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