Corless & Associates, LLC

Corless & Associates, LLC (CRD# 114940) is a financial advisory firm headquartered in Corrales, NM. They manage $22,812,005 in 95 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $240,126
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NM

Financial Advisors at Corless & Associates, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Patrick A. Flanagan
CRD#: 2012111
1925 Aspen Dr., Unit 601-a, Santa Fe, NM 87505
96
Wealthminder
score

Patrick Flanagan (CRD# 2012111) is an Investment Advisor Representative working at Corless & Associates, LLC in Santa Fe, NM and has over 26 years of experience in the finance industry. Patrick Flanagan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Dolores Valtierra
CRD#: 1428879
Corrales, NM
96
Wealthminder
score

Dolores Valtierra (CRD# 1428879) is an Investment Advisor Representative working at Corless & Associates, LLC in Corrales, NM and has over 30 years of experience in the finance industry. Dolores Valtierra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Sandra L. Corless
CRD#: 844238
Corrales, NM
93
Wealthminder
score

Sandra Corless (CRD# 844238) is an Investment Advisor Representative working at Corless & Associates, LLC in Corrales, NM and has over 21 years of experience in the finance industry.

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