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4 advisors near
81101
within the area shown on the map
Out of 400,000+ nationwide
Loren W
Series 66
Alamosa, CO
Edward Jones
Loren Wright is a financial advisor with Edward Jones in Alamosa, Colorado. He holds a Series 66 designation and has 16 years of industry experience, having been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.
Codie V
Series 66
Alamosa, CO
Edward Jones
Codie Van Treese is a financial advisor with Edward Jones in Alamosa, Colorado, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, Van Treese worked at Eldon James Corp. and Hamskea Archery Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.
Michael W
Series 66
Alamosa, CO
Edward Jones
Michael Wright is a financial advisor at Edward Jones in Alamosa, Colorado, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at City Market for 16 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options, supported by a nationwide network of more than 23,000 financial advisors. The firm operates under a fiduciary standard and offers services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment solutions.
Samantha B
Series 66
Alamosa, CO
LPL Financial
Samantha Brookes is a financial advisor with LPL Financial in Alamosa, Colorado, holding a Series 66 designation and six years of industry experience. Her career includes roles at LPL Financial Services and Wells Financial Services. Outside of advisory work, she is involved with the Alamosa Farmers Market. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing a variety of portfolio management strategies and advisor support tools.
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Finding advisors...
4 advisors near
81101
within the area shown on the map
Out of 400,000+ nationwide