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Laryssa Marie Freeman

Meritage Wealth Management

Tamarack, ID

CRD 3267539

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Employer firm

Meritage Wealth Management CRD 311884

$50.2M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Meritage Wealth Management

Tamarack, ID • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-06-24
TX RA APPROVED_RES 2021-07-01
CA RA APPROVED 2021-01-26
  • ID RA
    APPROVED
    Since 2026-06-24
  • TX RA
    APPROVED_RES
    Since 2021-07-01
  • CA RA
    APPROVED
    Since 2021-01-26

Branch Locations

Tamarack, ID • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Carlsbad CA 05/2006 02/2021
Meritage Wealth Management Carlsbad CA 02/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-09-16
S63 Uniform Securities Agent State Law Examination 1999-09-10
  • S65 Uniform Investment Adviser Law Examination
    1999-09-16
  • S63 Uniform Securities Agent State Law Examination
    1999-09-10
Designations
  • Certified Financial Planner
Other Names
  • Laryssa Rorapaugh

View on SEC IAPD

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