AL
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Andres Larrea

14 Years of Experience
1 DisclosureBroker

Andres Larrea is a registered investment advisor at Insight Securities, INC., based in Quito, with 14 years of industry experience. Their firm serves 48 clients with $94M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
IM Fee
Planning only
Assets Under Management
$94.2M
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Location

History

Regulatory History (1)
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Employment Separation After Allegations
January 2021
Other Business Activities

Andres works as a freelance tennis coach/instructor since December 2022. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Insight Securities, INC.
April 2024 - Present · 2 yrs
Insight Securities, INC.
January 2024 - Present · 2 yrs 3 mos
Insight Securities, INC.Broker
January 2024 - Present · 2 yrs 3 mos
Precise Investment Management, INC.
January 2024 - Present · 2 yrs 3 mos
Previous Registrations
Insight Securities, INC.
October 2023 - November 2023 · 1 mo
Boston Investment Management L.L.C.
March 2021 - November 2023 · 2 yrs 8 mos
Morgan Stanley
July 2015 - February 2021 · 5 yrs 7 mos
Morgan StanleyBroker
July 2015 - February 2021 · 5 yrs 7 mos
Northeast Securities, INC.Broker
October 2014 - June 2015 · 8 mos
Morgan Stanley
January 2013 - September 2014 · 1 yr 8 mos
Morgan StanleyBroker
January 2013 - September 2014 · 1 yr 8 mos
Wells Fargo Advisors, LLC
September 2011 - January 2013 · 1 yr 4 mos
Wells Fargo Advisors, LLCBroker
December 2010 - January 2013 · 2 yrs 1 mo
State Registrations1 state
IL
Advisor

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Exams
No exam information available for this advisor.
Andres Larrea - Financial Advisor | TrueAdvisor