Tina Avelar, financial advisor Las Cruces NM

Tina Avelar

CRD Number: 2613802
Current Firm: Stifel, Nicolaus & Company, Incorporated

Tina Avelar (CRD# 2613802) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Las Cruces, NM and has over 28 years of experience in the finance industry.

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Stifel, Nicolaus & Company, Incorporated
Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Las Cruces, NM Apr 2021 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated El Paso, TX Aug 1987 - Apr 2021 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
S65 NASAA Investment Advisors Law Examination Sep 2003
Contact Info for Tina M. Avelar
Phone Number: 314-342-2000
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    132,551
    MILLIONS
  • Total Number of Accounts
    334,814
    ACCOUNTS
  • Average Account Value
    $395,894
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY

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