Alonzo AtencioCRD Number: 6104509
Current Firm: Cue Financial Group, Inc.
Alonzo Atencio (CRD# 6104509) is an Investment Advisor Representative working at Cue Financial Group, Inc. in Phoenix, AZ and has over 3 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Foothill Securities, Inc.||Albuquerque, NM||May 2014 - Current||3|
|Cue Financial Group||Albuquerque, NM||May 2014 - Current||3|
|Batie And Company Capital Management, LLC||Albuquerque, NM||May 2014 - Current||3|
|Foothill Securities Inc.||Albuquerque, NM||Mar 2013 - May 2014||1|
|Morgan Stanley Smith Barney||Albuquerque, NM||Aug 2012 - Feb 2013||< 1|
|University Of New Mexico||Albuquerque, NM||Oct 2009 - Jul 2012||2|
|Kansas City Royals Baseball||Kansas City, MO||Jun 2002 - Sep 2009||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management383MILLIONS
Total Number of Accounts1,794ACCOUNTS
Average Account Value$213,467
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, IL, MI, MT, NC, NE, NM, NV, NY, OR, PA, TN, TX, UT, VA, WA