Alonzo Atencio, financial advisor Phoenix AZ
89 score

Alonzo Atencio

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Alonzo G. Atencio
Phone Number: 602-252-0911
Registered State(s):
  • CO
  • TX
  • NM
By the Numbers
  • Total Assets Under Management
    383
    MILLIONS
  • Total Number of Accounts
    1,794
    ACCOUNTS
  • Average Account Value
    $213,467
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, IL, MI, MT, NC, NE, NM, NV, NY, OR, PA, TN, TX, UT, VA, WA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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