Javier Lucero, financial advisor Albuquerque NM
73 score

Javier Lucero

CRD Number: 5417803
Current Firm: Strategic Advisers, Inc.

Javier Lucero (CRD# 5417803) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Albuquerque, NM and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Albuquerque, NM Nov 2011 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque, NM Oct 2009 - Nov 2011 2
Banc Of America Investment Services, Inc. Albuquerque, NM Oct 2007 - Oct 2009 2
Wells Fargo Bank Santa Fe, NM Apr 2007 - Oct 2007 < 1
Usaf Las Vegas, NV Dec 2005 - Mar 2007 1
Usaf Baghdad, Sep 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
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:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Javier E. Lucero
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
73

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