James Armer (CRD# 5546609) is an Investment Advisor Representative working at Cuso Financial Services in Albuquerque, NM and has over 15 years of experience in the finance industry.
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2376474
Cuso Financial Services
CRD# 4186264
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nusenda Federal Credit Union | Albuquerque, NM | Jul 2022 - Current | 1 |
| Cuso Financial Services, LP | San Diego, CA | Jul 2022 - Current | 1 |
| Lpl Financial LLC | Albuquerque, NM | May 2022 - Jul 2022 | < 1 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Jun 2018 - May 2022 | 3 |
| Cuna Mutual Group | Waverly, IA | Jun 2018 - May 2022 | 3 |
| Bbva Securities Inc. | Albuquerque, NM | Dec 2016 - May 2018 | 1 |
| Bbva Compass Insurance Agency, Inc. | Austin, TX | Dec 2016 - May 2018 | 1 |
| Bbva Wealth Solutions Inc. | Albuquerque, NM | Dec 2016 - May 2018 | 1 |
| Compass Bank | Birmingham, AL | Nov 2016 - May 2018 | 1 |
| Generations Federal Credit Union | San Antonio, TX | Apr 2016 - Oct 2016 | < 1 |
| Cuso Financial Services, LP | San Diego, CA | Apr 2016 - Oct 2016 | < 1 |
| Bancwest Investment Services | Albuquerque, NM | Sep 2015 - Apr 2016 | < 1 |
| Bank Of The West | Albuquerque, NM | Sep 2015 - Apr 2016 | < 1 |
| Wells Fargo Advisors LLC | Albuquerque, NM | Apr 2011 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NM
-
Total Assets Under Management4,665MILLIONS
-
Total Number of Accounts26,968ACCOUNTS
-
Average Account Value$172,978
- 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
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.