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3 advisors near
88030
within the area shown on the map
Out of 400,000+ nationwide
Harold M
PFS™, Series 63, Series 65
Deming, NM
PFG Advisors
Harold Morrow is a financial advisor with PFG Advisors, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has worked at multiple firms including Securities America and Cue Financial Group. Outside of his advisory work, he has been involved with the Kingdom Of The Sun Retirement Center for over a decade. PFG Advisors provides fee-based investment advisory and financial planning services to a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.
Nathan E
Series 65
Deming, NM
Ascentis Independent Advisors, LLC
Nathan Enriquez III is a financial advisor at Ascentis Independent Advisors, LLC in Deming, NM, holding a Series 65 designation with seven years of industry experience. He previously worked at Carter Bain Wealth Management from 2016 to 2021 before joining Golden State Equity Partners, LLC. Ascentis Independent Advisors serves individuals, trusts, retirement plans, and businesses with tailored investment advisory services, including portfolio management, financial planning, and alternative investment options through its Private Direct Investments program. The firm employs a range of strategies such as asset allocation and third-party managers to meet client objectives.
Daniel M
Series 66
Deming, NM
Edward Jones
Daniel Mc Cauley is a financial advisor at Edward Jones with seven years of industry experience and holds a Series 66 designation. He has worked at Edward Jones since 2018 and is involved in several agricultural and equine business ventures, including co-ownership and labor roles at multiple cattle ranches and facilitating equine events. He also serves as a board member of Rio Mimbres Corporation in Deming, NM. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad array of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.
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Finding advisors...
3 advisors near
88030
within the area shown on the map
Out of 400,000+ nationwide