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CFA charterholders in New Mexico

Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.

23 advisors

Sandia Wealth Management
34yrs
Peter Lehrman
Financial advisor
9201 Montgomery NE Suite 401
Albuquerque, NM 87111
Top 9% by experience in Albuquerque
CFACFP®Fiduciary
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Hurst Capital Management
33yrs
Donald Hurst
Financial advisor
1307 Rio Grande Blvd. NW, Suite 10
Albuquerque, NM 87104
Top 11% by experience in Albuquerque
CFAFiduciaryFee-only firm
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Portfolio Wealth Advisors
28yrs
Lee Munson
Financial advisor
6100 Uptown Blvd NE Suite 540
Albuquerque, NM 87110
Top 19% by experience in New Mexico
CFACFP®Fiduciary
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Allworth Financial
27yrs
Kirk Hudson
Financial advisor
7601 Jefferson Street NE Suite 360
Albuquerque, NM 87109
Top 24% by experience in New Mexico
CFAFiduciary
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City Different Investments
25yrs
Connor Browne
Financial advisor
925 Paseo DE Peralta
Santa Fe, NM 87501
Top advisor by experience at City Different Investments
CFA
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Ulrich Investment Consultants
25yrs
Whitney Solcher
Financial advisor
1805 Rio Grande Boulevard NW Suite 1
Albuquerque, NM 87104
More experience than 72% of advisors in New Mexico
CFAFiduciary
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City Different Investments
21yrs
Wayne Walden
Financial advisor
925 Paseo DE Peralta
Santa Fe, NM 87501
More experience than 67% of advisors at City Different Investments
CFAInvestingManager selection
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Creative Planning
20yrs
Daniel Yu
Financial advisor
Albuquerque, NM
More experience than 73% of advisors at Creative Planning
CFACFP®
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City Different Investments
19yrs
Robert Macdonald
Financial advisor
925 Paseo DE Peralta
Santa Fe, NM 87501
More experience than 61% of advisors in New Mexico
CFAInvestingManager selection
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Madrid Wealth Management
19yrs
Paul Madrid
Financial advisor
9400 Holly Ave NE Building 4
Albuquerque, NM 87122
More experience than 61% of advisors in New Mexico
CFACFP®Fiduciary
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SKG Capital Advisors
18yrs
Saxon Knight
Financial advisor
5700 Harper Dr NE Suite 100
Albuquerque, NM 87109
More experience than 59% of advisors in New Mexico
CFACFP®Fiduciary
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Thornburg Investment Management
18yrs
Kevin Endo
Financial advisor
2300 North Ridgetop Road
Santa Fe, NM 87506
More experience than 57% of advisors in New Mexico
CFAFiduciary
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Perini Capital
17yrs
Michael Perini
Financial advisor
910 West Pierce Street Suite 225
Carlsbad, NM 88220
More experience than 64% of advisors in Carlsbad
CFAInvesting
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Westwind Capital
17yrs
Patrick Grooms
Financial advisor
1800 S. Telshor
Las Cruces, NM 88011
More experience than 60% of advisors at Westwind Capital
CFACFP®Fiduciary
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City Different Investments
15yrs
Christopher Ryon
Financial advisor
925 Paseo DE Peralta
Santa Fe, NM 87501
More experience than 52% of advisors in New Mexico
CFAInvestingManager selection
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Thornburg Investment Management
14yrs
Steven Seid
Financial advisor
2300 North Ridgetop Road
Santa Fe, NM 87506
More experience than 50% of advisors in New Mexico
CFAInvesting
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City Different Investments
12yrs
Joel Van Essen
Financial advisor
925 Paseo DE Peralta
Santa Fe, NM 87501
12 years in the industry
CFAFiduciary
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Wells Fargo Advisors
12yrs
Ryan Salmon
Financial advisor
6501 Americas Parkway NE Suite 1000
Albuquerque, NM 87110
12 years in the industry
CFAFiduciary
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Financial Design & Research
11yrs
Gautam Vora
Financial advisor
Albuquerque, NM
11 years in the industry
CFAFiduciary
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Hurst Capital Management
9yrs
Chase Eggleston
Financial advisor
1307 Rio Grande Blvd NW, Suite 10
Albuquerque, NM 87104
9 years in the industry
CFAFiduciaryFee-only firm
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Stonekeep Investments
9yrs
Michael Reid
Financial advisor
Sante Fe, NM
9 years in the industry
CFAFee-only firm
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Stonekeep Investments
7yrs
Scott Geppert
Financial advisor
Sante Fe, NM
7 years in the industry
CFAFee-only firm
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City Different Investments
6yrs
Jong Lim
Financial advisor
925 Paseo DE Peralta
Santa Fe, NM 87501
6 years in the industry
CFAInvestingManager selection
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