Financial ADVSR advisor directory · SEC adviser records
Westwind Capital financial advisors in New Mexico
Every SEC-registered investment adviser representative at a Westwind Capital office in New Mexico, by city and A to Z.
4 registered advisors work at Westwind Capital in New Mexico, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Las Cruces (4). 2 list the CFP designation and 0 are also registered broker representatives.
Westwind Capital advisors by city in New Mexico
Every firm in New Mexico →Westwind Capital advisors in New Mexico, A to Z
Search by name →- Patrick M. GroomsLas Cruces · Certified Financial Planner, Chartered Financial Analyst
- Scott M. LieberwirthLas Cruces · Certified Financial Planner
- Jolie TixierLas Cruces
- Eric M. WaltonLas Cruces
Westwind Capital advisors in every state →Westwind Capital: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Westwind Capital financial advisors are in New Mexico?
4 investment adviser representatives are registered at Westwind Capital offices in New Mexico, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in New Mexico does Westwind Capital have the most advisors?
Las Cruces, with 4. Westwind Capital has advisors in 1 city in New Mexico.
How do I check a Westwind Capital advisor in New Mexico?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Westwind Capital office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.