Robert Latimer, financial advisor Albuquerque NM
89 score

Robert Latimer

CRD Number: 6220968
Current Firm: Redw Stanley Financial Advisors, LLC

Robert Latimer (CRD# 6220968) is an Investment Advisor Representative working at Redw Stanley Financial Advisors, LLC in Albuquerque, NM and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Redw Stanley Financial Advisors Albuquerque, NM Jan 2016 - Current < 1
Redw Stanley Financial Advisors Albuquerque, NM Jun 2013 - Dec 2015 2
Unm Albuquerque, NM Jul 2011 - May 2013 1
Social Security Administration Dallas, TX Dec 2003 - Jul 2011 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Robert S. Latimer
Phone Number: 505-998-3200
Registered State(s):
  • AK
  • NM
  • AZ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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

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