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Financial ADVSR advisor directory · SEC adviser records

Lakeridge Wealth Management LLC financial advisors in Albuquerque, NM

Every SEC-registered investment adviser representative at a Lakeridge Wealth Management LLC office in Albuquerque, A to Z.

The short answer

5 registered advisors work at Lakeridge Wealth Management LLC in Albuquerque, out of 12 at the firm nationwide; it ranks number 22 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.

Lakeridge Wealth Management LLC advisors in Albuquerque, A to Z

Every Lakeridge Wealth Management LLC advisor →

Lakeridge Wealth Management LLC advisors in every city and state →Lakeridge Wealth Management LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Lakeridge Wealth Management LLC advisors in other cities

Mentor, OH 5Boulder, CO 1Broomfiled, CO 1

Other firms in Albuquerque

All Albuquerque advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 49LPL Financial LLC 44Morgan Stanley 39Strategic Advisers LLC 27RBC Capital Markets, LLC 22State Farm Investment Management Corp. 21Edward Jones 19Raymond James Financial Services Advisors, Inc. 16Wells Fargo Clearing Services, LLC 16Cetera Investment Advisers LLC 14MML Investors Services, LLC 13Eagle Strategies LLC 9

Questions

How many financial advisors does Lakeridge Wealth Management LLC have in Albuquerque?

5 investment adviser representatives are registered at Lakeridge Wealth Management LLC offices in Albuquerque, New Mexico, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.

Is Lakeridge Wealth Management LLC one of the largest advisor employers in Albuquerque?

Lakeridge Wealth Management LLC ranks number 22 in Albuquerque by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 49.

How do I check a Lakeridge Wealth Management LLC advisor in Albuquerque?

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 Lakeridge Wealth Management LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.