Steven Ducharme (CRD# 7356713) is an Investment Advisor Representative working at Pfg Advisors in Roswell, NM and has over 2 years of experience in the finance industry.
CRD# 5570447
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6682912
Edward Jones
CRD# 4735278
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Roswell, NM | Jan 2023 - Current | 1 |
| Pfg Advisors | Roswell, NM | Jan 2023 - Current | 1 |
| Equitable Advisors, LLC | New York, NY | Apr 2021 - Jan 2023 | 1 |
| Unemployment | Roswell, NM | Apr 2020 - Apr 2021 | 1 |
| Hinkle Shanor LLP | Roswell, NM | Sep 2015 - Apr 2020 | 4 |
| Purple Land Management | Midland, TX | Aug 2014 - Sep 2015 | 1 |
| Texas Tech University School Of Law | Lubbock, TX | Aug 2011 - Aug 2014 | 3 |
| Texas Tech University | Lubbock, TX | Apr 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
- AZ
- NM
- TX
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Total Assets Under Management2,333MILLIONS
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Total Number of Accounts11,752ACCOUNTS
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Average Account Value$198,543
- 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, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY
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