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Kirste P
Series 63, Series 65
Albuquerque, NM
Raymond James & Associates
Kirste Plunket is a financial advisor with Raymond James & Associates in Albuquerque, NM, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Raymond James & Associates since 2010. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a variety of portfolio management styles and affiliated research.
Richard O
Series 63, Series 65
Albuquerque, NM
Raymond James & Associates
Richard Ortega Jr. is a financial advisor with Raymond James & Associates in Albuquerque, NM, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Investments. Outside of finance, Ortega is involved in the arts as a musician, filmmaker, and Screen Actors Guild member. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a non-discretionary approach and a variety of portfolio management styles.
Desiree L
Series 63, Series 66
Albuquerque, NM
Raymond James & Associates
Desiree Lujan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her prior roles include seven years at Vanguard Advisers Inc. and most recently, one year at Walmart. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles, notable municipal advisory services, and an extensive affiliate network.
Thomas S
Series 63, Series 65
Albuquerque, NM
Raymond James & Associates
Thomas Stuhlsatz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Prudential Equity Group, Wells Fargo Clearing, and Cambridge Investment Research prior to joining Raymond James in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through a variety of portfolio management styles and affiliated research resources.
Edwin L
Series 63, Series 66
Albuquerque, NM
Raymond James & Associates
Edwin Lamberty III is a financial advisor with Raymond James & Associates in Albuquerque, NM, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has worked at Raymond James & Associates since 2020 and previously spent four years at Wells Fargo Clearing. Raymond James & Associates is a large broker-dealer and investment adviser managing approximately $501 billion in assets for a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a variety of portfolio management styles supported by affiliated research and sub-advisers.
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