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Alfredo Q
Series 66
Albuquerque, NM
LPL Financial
Alfredo Quesada is a financial advisor with LPL Financial in Albuquerque, NM, holding a Series 66 designation and 18 years of industry experience. He has worked with LPL Financial since 2009 and previously held positions at Merrill and Morgan Stanley. He also has involvement with Kirtland Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports a broad network of investment adviser representatives.
Todd T
Series 63, Series 65, Series 66
Albuquerque, NM
LPL Financial
Todd Trevino is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63, 65, and 66 credentials and 27 years of industry experience. He has worked at LPL Financial since 2009 and previously at CUNA Brokerage Services from 2004 to 2009. Trevino is also involved with Kirtland Federal Credit Union, where he has been since 2005 and supervises the credit union’s IRA department. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both model and customized strategies supported by technology and extensive non-advisory financial services.
Linda L
Series 63, Series 66
Albuquerque, NM
LPL Financial
Linda Lee is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. She has been with LPL Financial since 2009 and concurrently serves at Kirtland Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Angelo B
Series 66
Albuquerque, NM
LPL Financial
Angelo Burns is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Valic Financial Advisors, Waddell & Reed, and Merrill. Outside of financial advising, Burns is the owner of King Orchard 2.0, a farming business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.
Larisa H
Series 66
Albuquerque, NM
LPL Financial
Larisa Holiday is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She has worked with several firms, including Valic Financial Advisors and Commonwealth Financial Network. Outside of her advisory work, she owns a business entity, Holiday Financials LLC, which is unrelated to investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
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