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Financial ADVSR advisor directory · SEC adviser records

Oakmont Advisory Group, LLC financial advisors in Albuquerque, NM

Every SEC-registered investment adviser representative at a Oakmont Advisory Group, LLC office in Albuquerque, A to Z.

The short answer

3 registered advisors work at Oakmont Advisory Group, LLC in Albuquerque, out of 3 at the firm nationwide; it ranks number 33 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Oakmont Advisory Group, LLC advisors in Albuquerque, A to Z

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Other firms in Albuquerque

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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 Oakmont Advisory Group, LLC have in Albuquerque?

3 investment adviser representatives are registered at Oakmont Advisory Group, LLC offices in Albuquerque, New Mexico, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Oakmont Advisory Group, LLC one of the largest advisor employers in Albuquerque?

Oakmont Advisory Group, LLC ranks number 33 in Albuquerque by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 49.

How do I check a Oakmont Advisory Group, 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 Oakmont Advisory Group, 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.