Larry BladesCRD Number: 4593659
Current Firm: Redwood Private Wealth
Larry Blades (CRD# 4593659) is an Investment Advisor Representative working at Redwood Private Wealth in Rio Rancho, NM and has over 20 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cuso Financial Services, LP
|Redwood Private Wealth LLC||Phoenix, AZ||Dec 2021 - Current||1|
|Redwood Tax Specialists||Rio Rancho, NM||Jan 2020 - Current||3|
|Larry Blades, Sole Proprietor||Rio Rancho, NM||Apr 2003 - Current||19|
|Retirement And Investment Solutions, LLC||Rio Rancho, NM||Mar 2017 - Dec 2021||4|
|Senior Income Solutions||Rio Rancho, NM||Jan 2014 - Jan 2019||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2003|
|S65||NASAA Investment Advisors Law Examination||Jan 2017|
Total Assets Under Management149MILLIONS
Total Number of Accounts982ACCOUNTS
Average Account Value$151,988
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NV, NY, PA, SC, TN, TX, UT, VA, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.