Advisor at Pierce Wealth Partners, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pierce Wealth Partners, Inc.
Location
Breckenridge, CO
Credentials
CFP®, Series 63, Series 65
Industry experience
54 years
Edward Lara is a CFP® professional with over 54 years of industry experience. He is currently with Pierce Wealth Partners, Inc., where he has worked since 2021, and previously operated his own firm, Lara, May & Associates, LLC, for 11 years. Outside of his advisory work, he serves on the investment committee for the National Repertory Orchestra, reviewing investment recommendations for its endowments. Pierce Wealth Partners provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and businesses. The firm offers tailored portfolio management and written financial plans, combining active and passive investment strategies, and operates proprietary wrap fee programs through its affiliation with a woman-owned, WBE-certified broker-dealer.
Minimum fee: There may be a minimum fee to maintain an account in the wrap fee program; specific amount not stated.
Breckenridge, CO
Colorado · Maryland · Texas · Virginia
Pierce Wealth Partners, Inc.
2021 - Present (5 years)
Bley Investment Group, Inc.
2021 - Present (5 years)
Unemployed
2020 - 2021 (1 year)
XML Financial, LLC
2019 - 2020 (1 year)
Lara, May & Associates, Llc
2008 - 2019 (11 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Breckenridge, CO
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