Financial advisors in Roswell, NM

20 match

Steven Ducharme
Financial advisor at Pfg Advisors
Pfg Advisors · $3.26B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Wesley Belding
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Adolfo Esquivez-Gomez
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anjali Suri
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Taylor
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Stokes
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Damon Graham
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Erica Robey
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Ingrid Gonzales-Wieser
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
James McClelland
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jesse Brownfield
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Funk
Financial advisor at Quest Investment Portfolio Management, Limited
Quest Investment Portfolio Management, Limited · $21.2M AUM
Verified
View page Check on SEC IAPD ↗
Kenneth Ragsdale
Financial advisor at Pfg Advisors
Pfg Advisors · $3.26B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Beeman
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Peter McCleskey
Financial advisor at Rfg Wealth Advisory
Rfg Wealth Advisory · $553.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Priscilla Archuleta
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steve Harris
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tammie De Los Santos
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tammy Jolliff
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Victoria Harman
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Roswell, NM

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Roswell, NM.

How this list works

Before you hire an advisor in Roswell, NM