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12 advisors near 88310
Out of 400,000+ nationwide
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.
Charles S
Series 66
Alamogordo, NM
Ally invest Advisors
Charles Sours is a financial advisor with Ally Invest Advisors, holding a Series 66 license and five years of industry experience. Prior to joining Ally Invest Advisors in 2021, he worked at First Command in various roles from 2019 to 2021 and has experience with other companies including PreCheck. Outside of his advisory work, he owns and operates an e-commerce business called Land of Enchantment Deals. Ally Invest Advisors serves a broad retail client base, including individual and high-net-worth investors, providing discretionary portfolio management through automated and advisor-led services. The firm utilizes model portfolios based on Modern Portfolio Theory, incorporating ETFs and automated rebalancing, and operates at scale with a strong emphasis on digital processes and transparency.
Jason D
Series 66
Alamogordo, NM
First Command Advisory Services
Jason Dunn is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and has worked exclusively within entities affiliated with First Command since 2021. First Command serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform offering financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm focuses on advisor-led planning relationships and provides structured, face-to-face financial coaching through its Tailored Professional Services engagement and discretionary Asset Management Solutions program.
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.
Candace M
Series 66
Alamogordo, NM
Edward Jones
Candace Muncy is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2017, with a prior one-year employment at Southern NM Surgery Center. Outside of advisory work, she is a shareholder in an RV park and a manufacturing business in Alamogordo, NM. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.
Remick H
Series 63, Series 66
Alamogordo, NM
LPL Financial
Remick Ham is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Investment Centers of America. Outside of advising, he owns a non-investment-related business in Tularosa, NM. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.
Keith F
Series 66
Alamogordo, NM
Edward Jones
Keith Farmer is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. Prior to joining Edward Jones, he served in the United States Air Force from 2000 to 2025, with a brief retirement year in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.
Marc J
Series 63, Series 65
Alamogordo, NM
OSAIC
Marc Joyner is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Osaic since 2000 and serves as an elder and officer at Desert Hills Church of Christ. Additionally, he is a board member of the White Sands Rotary Club and provides notary services to clients on a voluntary basis. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and investment programs utilizing advanced planning and portfolio management tools, supporting thousands of advisors and managing approximately $200 billion in assets.
Bob M
Series 66
Alamogordo, NM
Edward Jones
Bob Money is a Series 66 licensed financial advisor with Edward Jones in Alamogordo, NM, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he serves as a football coach for Alamogordo Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supporting a large nationwide network of financial advisors.
Kris H
Series 66
Alamogordo, NM
Edward Jones
Kris Holt is a financial advisor at Edward Jones in Alamogordo, NM, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Otero Federal Credit Union for nine years. Outside of his advisory role, Holt has managed rental property ownership activity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of more than 23,000 advisors.
Megan W
CFP®, Series 66
Alamogordo, NM
Edward Jones
Megan Wade is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Alamogordo, NM. She has three years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Tamra B
Series 65
Alamogordo, NM
LPL Financial
Tamra Burling is a financial advisor at LPL Financial with a Series 65 designation and one year of industry experience. She previously worked at Otero Federal Credit Union for 26 years and is also associated with Legacy Financial Partners. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households, offering diverse investment solutions supported by an in-house Research team.
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12 advisors near 88310
Out of 400,000+ nationwide