Las Cruces, NM Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

4

Of 3,966 advisors across 1,248 offices

Location

1900 S Telshor Blvd, Ste A

Las Cruces NM 88011

Advisors at this office

4

Advisors at this office

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Jose Z

Series 65, Series 63

Las Cruces, NM

Primerica Advisors

Jose Zavala is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. He has worked at Primerica Financial Services and PFS Investments Inc., among other roles. Zavala also receives compensation through sales and referrals related to home security, automation, and loan products for affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm employs model-based strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jeffrey M

CFP®, Series 63, Series 65

Las Cruces, NM

Primerica Advisors

Jeffrey Milne is a financial advisor with Primerica Advisors in Las Cruces, NM, holding a CFP® designation and Series 63 and 65 licenses. He has nine years of industry experience and a background that includes roles at CMJ Financial Group, PFS Investments Inc., and The Prudential Insurance Company of America. His other business activities include part-time sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm uses model-driven strategies created by unaffiliated asset managers and offers a variety of investment approaches, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Charles P

Series 63, Series 65

Las Cruces, NM

Primerica Advisors

Charles Pettitt is a financial advisor with Primerica Advisors in Las Cruces, NM. He holds Series 63 and Series 65 licenses and has five years of industry experience, including previous roles with Primerica Financial Services and United Way. Outside of his advisory work, Pettitt manages two short-term rental properties as an Airbnb host and operates an eBay store selling sports collectibles. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-driven investment strategies managed by third-party asset managers and offers a range of portfolio options supported by custodial services from Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Elvira E

Series 63, Series 65

Las Cruces, NM

Primerica Advisors

Elvira Esparza Bencomo is a financial advisor with Primerica Advisors in Las Cruces, NM, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Primerica Advisors since 2013 and has prior experience at companies including Black Turtle Services and Real Time Solutions. Outside of her advisory role, she is involved in sales of home security and automation products and other home-related services through affiliated companies. Primerica Advisors is a large institution serving primarily individual investors as well as corporate and charitable clients through a wrap-fee asset management program. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers, offering a range of strategic, tactical, tax-managed, and income-distribution models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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