Marcos Trujillo, financial advisor Albuquerque NM
90 score

Marcos Trujillo

CRD Number: 6121579
Current Firm: Charles Schwab & Company, Inc.

Marcos Trujillo (CRD# 6121579) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Albuquerque, NM and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Albuquerque, NM Jan 2015 - Current 1
Charles Schwab Bank Albuquerque, NM Dec 2014 - Current 2
Valic Financial Advisors, Inc. Albuquerque, NM Dec 2014 - Dec 2014 < 1
Ameriprise Financial Services Inc. Santa Fe, NM Jul 2013 - Oct 2014 1
Lpl Financial, LLC Santa Fe, NM Oct 2012 - Jul 2013 < 1
Open Door Construction Taos, NM Jul 2007 - Sep 2012 5
H&r Block Taos, NM Jan 2012 - Apr 2012 < 1
Expeditors International Brisbane, CA Jan 2006 - Jun 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2012
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Marcos A. Trujillo
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NM
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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