Adviser and broker representative · Pierce Wealth Partners, Inc.
Edward R. Lara
CRD 302498 · Breckenridge, CO
At a glance
Edward R. Lara is an investment adviser representative with Pierce Wealth Partners, Inc. in Breckenridge, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Edward’s SEC record dates to 1993, about 33 years ago. Edward is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Pierce Wealth Partners, Inc.Since March 2023Breckenridge, CO · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1993 (33 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 4 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Edward’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Pierce Wealth Partners, Inc.
- Paige W. PierceFort Worth
Every advisor at Pierce Wealth Partners, Inc. →Financial advisors in Breckenridge, CO →Advisor Moves: who changed firms this week →