Financial Advisors in New Mexico
Browse verified, SEC-registered advisors, CFPĀ® professionals, and fiduciaries in New Mexico. All data sourced from public regulatory databases.
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Advisors in New Mexico
View all 1331+ āTRAVIS FLANDERMEYER
PRIVATE CLIENT SERVICES, LLC
Albuquerque, NM
Liatriz Levy
CONCURRENT INVESTMENT ADVISORS, LLC
Albuquerque, NM
Marguerite Gallagher
LPL FINANCIAL LLC
Albuquerque, NM
Angela Brandt
EDWARD JONES
Farmington, NM
Randall Montoya
TCFG INVESTMENT ADVISORS, LLC
Truchas, NM
Matthew Shappard
FARMERS FINANCIAL SOLUTIONS, LLC
Roswell, NM
Jessica Sharer
WELLS FARGO CLEARING SERVICES, LLC
Farmington, NM
Joshua Lai
FIDELITY BROKERAGE SERVICES LLC
Albuquerque, NM
Uryan Andrew Buenaflor
FIDELITY BROKERAGE SERVICES LLC
Albuquerque, NM
Finding a Financial Advisor in New Mexico
AdvisorFinders maintains a complete registry of financial advisors registered in New Mexico, sourced directly from the SEC's Investment Adviser Registration Depository (IARD) and FINRA's BrokerCheck database. All listings are based on public regulatory data and updated regularly.
When choosing a financial advisor in New Mexico, we recommend starting with advisors who hold fiduciary status, meaning they are legally required to act in your best interest. You can also filter by CFPĀ® certification, which indicates a rigorous financial planning credential.
Not sure where to start? Read our guide to fiduciary advisors or how to prepare for your first meeting.