Steven Hebert, financial advisor Santa Fe NM
93 score

Steven Hebert

CRD Number: 5435222
Current Firm: Thornburg Investment Management Inc.

Steven Hebert (CRD# 5435222) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Thornburg Securities Corp Santa Fe, NM Apr 2012 - Current 4
Valic Financial Advisors Edina, MN Oct 2011 - Apr 2012 < 1
Unemployed Mankato, MN Jul 2011 - Oct 2011 < 1
The O.n. Equity Sales Company Cincinnati, OH Apr 2011 - Jul 2011 < 1
Ohio National Financial Services Cincinnati, OH Mar 2011 - Jul 2011 < 1
Mutual Of Omaha Mankato, MN Jun 2010 - Apr 2011 < 1
Nfp Securities Albert Lea, MN Oct 2007 - Jun 2010 2
Alliance Benefit Group Albert Lea, MN Sep 2007 - Jun 2010 2
Industrial Fabrics Association International Roseville, MN Oct 2006 - Aug 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S65 NASAA Investment Advisors Law Examination Jun 2008
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Steven J. Hebert
Phone Number: 505-467-7200
Registered State(s):
  • NM
By the Numbers
  • Total Assets Under Management
    54,858
    MILLIONS
  • Total Number of Accounts
    5,091
    ACCOUNTS
  • Average Account Value
    $10,775,486
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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