Richard
Larzelere
Usaa Investment Services Company
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About this Advisor
Richard Larzelere is a certified financial planner and chartered financial consultant who works in San Antonio, Texas who has 5 years of relevant experience. Larzelere is an advisor for Usaa Investment Services Company. Their career trajectory has included roles at Usaa Investment Services Company, Usaa Financial Planning Services and Usaa Financial Advisors, Inc. Larzelere holds a Series 63 license, which qualifies them as a securities representative, and can serve investors in Texas. Usaa Investment Services Company is a firm operating out of San Antonio, TX. The investment advisory business has offices in 11 locations and a total of 154 people on staff. The advisory firm offers a set of services, such as financial planning services and other services. Fees for financial management largely depend on the type of services. However, fees charged by Usaa Investment Services Company typically consist of other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Usaa Investment Services Company Brokerage Details
154
Investment Advisory Services
- Financial planning services
- Other
Richard Larzelere Work History
Richard has been registered as a financial advisor for 5 years.*
Usaa Investment Services Company
Usaa Financial Planning Services
Usaa Financial Advisors, 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 Richard Larzelere to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
