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Marc Alan Joyner

Advisor at OSAIC — Alamogordo, NM

Updated today

Credentials

Series 63, Series 65

Experience

31 years

Location

Alamogordo, NM 88310

OSAIC logo

OSAIC

Institution

Total advisors

7,828

Across 3,557 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Marc Joyner is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with OSAIC since 2000 and serves as an elder and board member at Desert Hills Church of Christ. Additionally, he is a director of the White Sands Rotary Club and provides notary services primarily to his clients. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and provides access to third-party money managers and multiple advisory platforms.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Alamogordo, NM

914 Adams Avenue

Alamogordo NM 88310

Advisors at this office

1

Most active in

New Mexico · Texas

Work history

31 years of industry experience

Desert Hills Churchof Christ

2025 - Present • 1 year

Alamogordo, NM

OSAIC

2000 - Present • 26 years

Alamogordo, NM

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ian T

Series 63, Series 65

Alamogordo, NM

First Choice Financial Planning, LLC

Ian Tomlinson is a financial advisor with First Choice Financial Planning, LLC in Alamogordo, New Mexico. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Tomlinson has been with First Choice Financial Planning since 2017 and previously conducted due diligence for the firm. Outside of financial advising, he is the owner and instructor at Centerfire Firearms Training, LLC, providing concealed handgun carry instruction in New Mexico. First Choice Financial Planning is an independent, solo-advisor firm serving individual and high-net-worth clients. The firm develops client-specific investment plans using various analytical approaches and typically manages accounts on a discretionary basis with a long-term orientation that can include active strategies and higher-risk instruments when suitable.

Active portfolio management Options & derivatives strategies
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Angel M

Series 63, Series 65

Alamogordo, NM

First Command Advisory Services

Angel Munoz is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He has one year of experience in financial services, following 13 years of service in the United States Air Force. Munoz has worked with various First Command entities since 2025. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that use model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals

Steven B

Series 66

Alamogordo, NM

Edward Jones

Steven Bunt is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory work, he owns a landscape photography business where he sells his photos online. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a large network of advisors and branch offices.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive

Candace M

Series 66

Alamogordo, NM

Edward Jones

Candace Muncy is a financial advisor at Edward Jones in Alamogordo, NM, holding a Series 66 designation with three years of industry experience. She has worked at Edward Jones since 2017, including a gap year between 2016 and 2017. Outside of her advisory role, she is a shareholder in an RV park and a manufacturing business in Alamogordo. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment options and advisory services, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Remick H

Series 63, Series 66

Alamogordo, NM

LPL Financial

Remick Ham is a financial advisor with LPL Financial and holds Series 63 and Series 66 designations. He has 25 years of industry experience and has previously worked at Cambridge Investment Research Advisors, TCFG Wealth Management, and Investment Centers of America. Outside of his advisory role, he is a business owner involved in non-investment activities in Tularosa, NM. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced portfolio management technologies.

College savings (529s, UTMA, etc.)

Keith F

Series 66

Alamogordo, NM

Edward Jones

Keith Farmer is a financial advisor at Edward Jones in Alamogordo, NM, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he served in the U.S. Air Force from 2016 to 2025, including a period of retirement in 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices.

Wealth management Founder/Business Owner Military & Veterans Educators, Teachers, and Academics Religious/faith focused
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