Albuquerque, NM Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,842

Across 10,470 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that delivers advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies and other institutions. Its offerings include financial planning, wrap and model portfolio programs, third‑party asset management (TAMP) access, participant‑level retirement advice (IPA and OPA), and institutional platforms such as the Bank Wealth Program.

Advice and account management are provided primarily by IARs who may implement LPL Research model portfolios, third‑party subadvisors, or customized strategies on either a discretionary or non‑discretionary basis, with options spanning strategic and tactical allocations, direct indexing and alternative exposures. The brochure notes LPL’s use of machine‑learning and other advisor‑facing tools for operational and research support while stating those systems are not used to make investment decisions for clients.

What distinguishes LPL from many peers is the scale and breadth of its non‑advisory financial activities alongside its advisory platform—an affiliated insurance agency, a firm‑offered Secured Credit Account and credit‑card arrangements, and various recordkeeping and bank partnerships—combined with oversight of over $819 billion in discretionary assets and more than 22,800 advisors. The firm’s brochure also discloses multiple regulatory enforcement matters and indicates it does not advertise hypothetical performance in its materials.

Based on LPL Financial

Expertise

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Based on LPL Financial

Occupation focus

Retired Founder/Business Owner Executive

Based on LPL Financial

Location

Albuquerque NM

Advisors at this office

9

Advisors at this office

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Aaron S

Series 66

Albuquerque, NM

LPL Financial

Aaron Stanley is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 15 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for seven years and Equitable Advisors for four years. Based in Albuquerque, NM, he has been with LPL Financial since 2023. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad array of non-advisory financial products.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Mc Kensey B

Series 66

Albuquerque, NM

LPL Financial

Mc Kensey Bainbridge is a financial advisor with LPL Financial in Albuquerque, NM, holding a Series 66 designation and bringing 16 years of industry experience. Prior to joining LPL Financial in 2022, Bainbridge worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2008 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with various tools and resources.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Paul F

Series 63, Series 65

Albuquerque, NM

LPL Financial

Paul Fedorko is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at LPL Financial since 2022 and previously spent over two decades at Cuna Mutual Group and CUNA Brokerage Services, Inc. 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 model portfolios, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Milap S

Series 66

Albuquerque, NM

LPL Financial

Milap Shah is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has worked at Bank of the West and BancWest Investment Services in various roles since 2012. 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, including financial planning and access to model portfolios and third-party asset managers.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Paul B

Series 63, Series 65

Albuquerque, NM

LPL Financial

Paul Brule is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at OSAIC, Kestra Advisory, J. W. Cole Advisors, and his own firm, Brule & Associates Benefit Advisors. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John K

Series 63, Series 65

Albuquerque, NM

LPL Financial

John Kapuranis is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at RBC Capital Markets, Cetera Advisor Networks, and Sandia Laboratory FCU. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of advisors with model portfolios, third-party asset management, retirement advice, and various institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Barry H

Series 63, Series 65

Albuquerque, NM

LPL Financial

Barry Hatcher is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior firms include Ameriprise, MSI Financial Services, and Securities America. He operates an affiliated business, Hatcher & Associates, related to his activities at LPL Financial. 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 broad range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and diverse investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Cameron C

Series 66

Albuquerque, NM

LPL Financial

Cameron Clark is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has worked previously at firms including CUNA Mutual Group, CUNA Brokerage Services, Clark Financial Services, Merrill, and Morgan Stanley. In addition to his advisory work, he is also a tax preparer and owner of a tax preparation business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Stephen B

Series 63, Series 65

Alburquerque, NM

LPL Financial

Stephen Becker is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CUSO Financial Services, L.P. for 26 years before joining LPL Financial in 2025. Becker is also affiliated with Pinnacle Financial Solutions, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of investment options including model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
View complete list of advisors at this office
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