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Larry O

Series 66

Corpus Christi, TX

Ameriprise

Larry Olivarez Jr. is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he co-owns an indoor baseball and softball batting cage training facility and serves on the boards of the Ready or Not Foundation and South Texas Substance Abuse Recovery Services. He is also involved with Primegen Networking Solutions, a digital app for networking events. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, dependable income sources, and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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