Crystal Lary has been an investment adviser representative at Alliance Advisory & Securities since September 2024, and is not listed among the firm’s executive officers or direct owners.
Alliance Advisory & Securities, LLC is a Westlake Village, CA firm with $687M under management, 675 clients and 14 advisers across 5 offices, as of its September 2026 filing.
- – present · 2 yearsMesa, AZ · Adviser representative · Firm CRD 18835
Investment adviser representative registrations
Crystal Lary is registered as an investment adviser representative in California, since September 2024.
- CaliforniaSince 23 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 September 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Crystal A Lary
- CRD
- 4879128
- Firm
- Alliance Advisory & Securities · CRD 18835
- Office
- Mesa, AZ
- Registration
- Investment adviser registration
- In the industry since
- September 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Crystal Lary work?
Crystal Lary is an investment adviser representative registered through Alliance Advisory & Securities, LLC since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Crystal Lary a financial advisor?
Yes. Crystal Lary has a current investment-adviser registration in California, through Alliance Advisory & Securities since September 2024.
How many years of experience does Crystal Lary have?
Crystal Lary has 2 years in the financial industry, since September 2024, across 1 adviser firm.
What exams has Crystal Lary passed?
Crystal Lary passed the Series 65 in September 2024.
Where is Crystal Lary based?
Crystal Lary’s registered office is in Mesa, AZ.
Is Crystal Lary registered with FINRA?
No. Crystal Lary has no current broker registration.
How can I verify Crystal Lary’s record?
Search CRD 4879128 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Crystal Lary’s full registration record.
