Greg Burpo, financial advisor Albuquerque NM
48 score

Greg Burpo

CRD Number: 3164083
Current Firm: First American Financial Advisors Inc.

Greg Burpo (CRD# 3164083) is an Investment Advisor Representative working at First American Financial Advisors Inc. in Albuquerque, NM and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
First American Financial Advisors Inc. Albuquerque, NM May 2015 - Current 1
Lpl Financial LLC Albuquerque, NM Dec 1998 - May 2015 16
First American Financial Advisors, Inc. Albuquerque, NM Jun 2014 - Jun 2014 < 1
First American Financial Advisors Albuquerque, NM Nov 1998 - Jun 2014 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Apr 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Greg R. Burpo
Phone Number: 505-883-0083
Registered State(s):
  • NM
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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