Erika Lara
Erika Lara is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Angelo, TX, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3294 Sherwood Way, San Angelo, TX, 76901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erika is an independent contractor and owner of Sentinel Wealth Group LLC, handling operations, bookkeeping, and tax reporting, dedicating minimal time to this. She is also a Certified Divorce Financial Analyst at Divorce Resource TX LLC, spending minimal time on investment-related activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Edward Jones
Edward JonesBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.