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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Santa Teresa, NM

Every SEC-registered investment adviser representative at a firm office in Santa Teresa, with the firms that employ the most of them.

3 registered advisors work in Santa Teresa; the most are at El Camino Real Financial Advisors (2). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Santa Teresa

FirmAdvisors in Santa Teresa
El Camino Real Financial Advisors2
State Farm Investment Management Corp.1

Advisors in Santa Teresa, A to Z

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Other cities in New Mexico

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Albuquerque 485Santa Fe 155Las Cruces 68Farmington 28Rio Rancho 28Roswell 16Carlsbad 14Alamogordo 12Hobbs 10Clovis 9Los Alamos 6Ruidoso 6Silver City 6Taos 6Artesia 5

Questions

How many financial advisors are in Santa Teresa, NM?

3 investment adviser representatives are registered at firm offices in Santa Teresa, New Mexico, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Santa Teresa?

El Camino Real Financial Advisors, with 2 registered advisors in Santa Teresa, followed by State Farm Investment Management Corp. with 1.

How do I check a financial advisor in Santa Teresa?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.