Albuquerque, NM 8321 Palomas Ave NE Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
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
Based on LPL Financial
Location
8321 Palomas Ave NE Suite B
Albuquerque NM 87109
Advisors at this office
4
Advisors at this office
James A
Series 66
Albuquerque, NM
LPL Financial
James Armer is a financial advisor with LPL Financial in Albuquerque, NM, holding a Series 66 designation and 17 years of industry experience. He has worked at multiple firms including Nusenda Federal Credit Union, CUNA Brokerage Services, and BBVA Securities. Outside of his advisory role, he is involved with Nusenda Investment Services, a business related to his LPL activities. 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 financial planning and investment management services through its extensive network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.
Anthony A
CFP®, ChFC®, Series 63, Series 65
Albuquerque, NM
LPL Financial
Anthony Allbright is a financial advisor with LPL Financial in Albuquerque, NM, holding the CFP® and ChFC® designations and with 32 years of industry experience. His prior work includes roles at Nusenda Credit Union, CUSO Financial Services, and Ameriprise Financial Services. He serves on the board of St. Mary’s Episcopal Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.
Justy A
Series 63, Series 65
Albuquerque, NM
LPL Financial
Justy Armijo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 30 years of industry experience. His career includes roles at Nusenda Federal Credit Union, CUNA Brokerage Services, and Merrill Lynch. He is based in Albuquerque, NM. 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, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.
Julianna C
Series 66
Albuquerque, NM
LPL Financial
Julianna Chance is a financial advisor with LPL Financial in Albuquerque, NM, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Nusenda Federal Credit Union and CUSO Financial Services, LP, with earlier roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. She also serves as a notary public for Nusenda Credit Union. 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 broad range of financial planning and investment solutions supported by both proprietary and third-party resources.
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