Michael Larriva, financial advisor Phoenix AZ

Michael Larriva

CRD Number: 2402601
Current Firm: Perspective Financial Services LLC
Compensation Model: Fee Only
Michael Larriva (CRD# 2402601) is an Investment Advisor Representative working at Perspective Financial Services LLC in Phoenix, AZ and has over 25 years of experience in the finance industry. Michael Larriva has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Perspective Financial Services LLC Phoenix, AZ Sep 2007 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S65 NASAA Investment Advisors Law Examination Jan 1996
Contact Info for Michael A. Larriva
Phone Number: 602-281-4357
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    144
    MILLIONS
  • Total Number of Accounts
    702
    ACCOUNTS
  • Average Account Value
    $205,688
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, TX, WA

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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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