Gina Varra
Advisor at Varra Financial
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.
Advisor at Varra Financial
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.
Location
Louisville, CO 80027
Credentials
Series 63, Series 65
Industry experience
24 years
Gina Varra is a financial advisor with Varra Wealth Management LLC in Louisville, Colorado, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her career includes roles at LPL Financial LLC and National Planning Corporation. Varra Wealth Management LLC is a team advisory firm serving individuals, including high-net-worth clients, charitable organizations, and business entities. The firm provides portfolio management, pension and 401(k) consulting, and standalone financial planning, applying modern portfolio theory with a long-term trading approach.
$1 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.70% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001+: 0.50% annually
Advisors are registered representatives and insurance agents who accept commission for the sale of securities and insurance products; however, commissions are not the firm's primary source of compensation
Fee-only: Financial planning fixed fees between $2,500 and $25,000
1849 Cherry St., Unit 16
Louisville, CO 80027
Colorado · Texas
Varra Wealth Management LLC
2022 - Present (4 years)
LPL Financial
2017 - Present (9 years)
NATIONAL PLANNING CORPORATION
2002 - 2017 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
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