Evan Thomas Altuzarra
Investment adviser representative at Lri Investments
11 yearsExperience
1 stateRegistered in
$2.8BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Lri Investments, LLCFeb 2025 to now
- Jkj Financial ServicesDec 2024 to now
- Ripley Doom & Co.Sep 2024 to Dec 2024
- UnemployedJan 2024 to Aug 2024
- M Financial GroupJun 2023 to Aug 2023
- Portland State University School of BusinessOct 2022 to Dec 2023
- Self-employedJan 2018 to Jun 2023
- University of UtahSep 2015 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Lri Investments
Legal name: Lri Investments, LLC
$2.8BAssets managed
582Clients
25Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7743874
- Firm CRD
- 323556