Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.
Sandia Wealth Management
34yrs
Peter LehrmanFinancial advisor
9201 Montgomery NE Suite 401
Albuquerque, NM 87111
Top 9% by experience in Albuquerque
CFACFP®Fiduciary
Hurst Capital Management
33yrs
Donald HurstFinancial advisor
1307 Rio Grande Blvd. NW, Suite 10
Albuquerque, NM 87104
Top 11% by experience in Albuquerque
CFAFiduciaryFee-only firm
Portfolio Wealth Advisors
28yrs
Lee MunsonFinancial advisor
6100 Uptown Blvd NE Suite 540
Albuquerque, NM 87110
Top 19% by experience in New Mexico
CFACFP®Fiduciary
Allworth Financial
27yrs
Kirk HudsonFinancial advisor
7601 Jefferson Street NE Suite 360
Albuquerque, NM 87109
Top 24% by experience in New Mexico
CFAFiduciary
City Different Investments
25yrs
Connor BrowneFinancial advisor
925 Paseo DE Peralta
Santa Fe, NM 87501
Top advisor by experience at City Different Investments
CFA
Ulrich Investment Consultants
25yrs
Whitney SolcherFinancial advisor
1805 Rio Grande Boulevard NW Suite 1
Albuquerque, NM 87104
More experience than 72% of advisors in New Mexico
CFAFiduciary
City Different Investments
21yrs
Wayne WaldenFinancial advisor
925 Paseo DE Peralta
Santa Fe, NM 87501
More experience than 67% of advisors at City Different Investments
Creative Planning
More experience than 73% of advisors at Creative Planning
CFACFP®
City Different Investments
More experience than 61% of advisors in New Mexico
Madrid Wealth Management
19yrs
Paul MadridFinancial advisor
9400 Holly Ave NE Building 4
Albuquerque, NM 87122
More experience than 61% of advisors in New Mexico
CFACFP®Fiduciary
SKG Capital Advisors
18yrs
Saxon KnightFinancial advisor
5700 Harper Dr NE Suite 100
Albuquerque, NM 87109
More experience than 59% of advisors in New Mexico
CFACFP®Fiduciary
Thornburg Investment Management
18yrs
Kevin EndoFinancial advisor
2300 North Ridgetop Road
Santa Fe, NM 87506
More experience than 57% of advisors in New Mexico
CFAFiduciary
Perini Capital
17yrs
Michael PeriniFinancial advisor
910 West Pierce Street Suite 225
Carlsbad, NM 88220
More experience than 64% of advisors in Carlsbad
Westwind Capital
More experience than 60% of advisors at Westwind Capital
CFACFP®Fiduciary
City Different Investments
More experience than 52% of advisors in New Mexico
Thornburg Investment Management
14yrs
Steven SeidFinancial advisor
2300 North Ridgetop Road
Santa Fe, NM 87506
More experience than 50% of advisors in New Mexico
City Different Investments
12yrs
Joel Van EssenFinancial advisor
925 Paseo DE Peralta
Santa Fe, NM 87501
12 years in the industry
CFAFiduciary
Wells Fargo Advisors
12yrs
Ryan SalmonFinancial advisor
6501 Americas Parkway NE Suite 1000
Albuquerque, NM 87110
12 years in the industry
CFAFiduciary
Financial Design & Research
11 years in the industry
CFAFiduciary
Hurst Capital Management
9yrs
Chase EgglestonFinancial advisor
1307 Rio Grande Blvd NW, Suite 10
Albuquerque, NM 87104
9 years in the industry
CFAFiduciaryFee-only firm
Stonekeep Investments
9 years in the industry
CFAFee-only firm
Stonekeep Investments
7 years in the industry
CFAFee-only firm
City Different Investments
6yrs
Jong LimFinancial advisor
925 Paseo DE Peralta
Santa Fe, NM 87501
6 years in the industry