Unclaimed Profile

Richard Ronald Romero

LARA, MAY & ASSOCIATES, LLC·FALLS CHURCH, Virginia

SIE, Series 3, Series 4, Series 7, Series 9, Series 10, Series 24, Series 27, Series 31, Series 52TO, Series 53, Series 63, Series 65, Series 99TOCFP ChFCClean record24 years registeredLARA, MAY & ASSOCIATES, LLC

7600 LEESBURG PIKE, FALLS CHURCH, VA 22043CRD# 2381082Firm CRD# 145589

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Ronald Romero · FALLS CHURCH, VA

Registration

CRD #2381082 · LARA, MAY & ASSOCIATES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

TD PRIVATE CLIENT WEALTH LLC

Jan 2026 – present

Q3 ADVISORS, LLC

Mar 2024 – Dec 2025

Herndon, VA

PRUDENTIAL FINANCIAL PLANNING SERVICES

Jan 2023 – Mar 2024

VIENNA, VA

AMERIPRISE FINANCIAL SERVICES, LLC

Feb 2020 – Jan 2023

LAKE RIDGE, VA

PRUDENTIAL FINANCIAL PLANNING SERVICES

Aug 2018 – Jan 2020

VIENNA, VA

CUSO FINANCIAL SERVICES, L.P.

Mar 2016 – Jul 2018

Tysons, VA

HSBC SECURITIES (USA) INC.

Aug 2014 – Apr 2016

WASHINGTON, DC

LARA, MAY & ASSOCIATES, LLC

Jun 2012 – Jul 2013

FALLS CHURCH, VA

BB&T INVESTMENT SERVICES, INC.

Aug 2010 – Jun 2012

WASHINGTON, DC

BB&T INVESTMENT SERVICES, INC.

Jul 2007 – Sep 2007

FALLS CHURCH, VA

SUNTRUST INVESTMENT SERVICES, INC.

Oct 2004 – Jul 2005

WASHINGTON, DC

LINCOLN FINANCIAL ADVISORS CORPORATION

Jan 2003 – Sep 2003

VIENNA, VA

GV CAPITAL MANAGEMENT,INC.

Jun 2002 – Oct 2002

ROCKVILLE, MD

GV FINANCIAL ADVISORS, INC.

Jun 2002 – Oct 2002

ROCKVILLE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 9

Series 10

Series 24

Series 27

Series 31

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · June 18, 2002

Years registered · 24

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LARA, MAY & ASSOCIATES, LLC

CRD 145589 · SEC 801-68535

AUM

$424M

Regulatory assets under management

Employees

1,166 client accounts

Services offered by LARA, MAY & ASSOCIATES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LARA, MAY & ASSOCIATES, LLC →

Introduction

Speak with Richard Ronald

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Richard Ronald is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FALLS CHURCH?

Browse all registered financial advisors in FALLS CHURCH, Virginia or claim this profile if it's yours.

Browse FALLS CHURCH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Richard Ronald Romero offer?

Richard Ronald Romero specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in FALLS CHURCH, Virginia for a consultation.

What are Richard Ronald Romero's credentials?

Richard Ronald Romero holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Richard Ronald Romero located?

Richard Ronald Romero is based in FALLS CHURCH, Virginia, working with LARA, MAY & ASSOCIATES, LLC. Their office serves clients in the FALLS CHURCH metropolitan area and surrounding communities.

How does Richard Ronald Romero charge for services?

Richard Ronald Romero's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LARA, MAY & ASSOCIATES, LLC?

LARA, MAY & ASSOCIATES, LLC has approximately 2 employees and manages $424M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →