Ronald Carazo, financial advisor Metairie LA

Ronald Carazo

CRD Number: 2176088
Current Firm: Spire Wealth Management, LLC

Ronald Carazo (CRD# 2176088) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Metairie, LA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Paragon Financial Group, Inc. Metairie, LA Mar 1995 - Current 29
Ron Carazo & Associates, LLC Metairie, LA Jan 1990 - Current 34
Securities America Advisors, Inc. Metairie, LA Jun 1997 - Oct 2017 20
Securities America, Inc. Metairie, LA Aug 1992 - Oct 2017 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1996
S65 NASAA Investment Advisors Law Examination Jan 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Ronald J. Carazo
Phone Number: 703-657-6060
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    4,778
    MILLIONS
  • Total Number of Accounts
    15,951
    ACCOUNTS
  • Average Account Value
    $299,526
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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