Universal Advisory Services

Universal Advisory Services (CRD# 132903) is a financial advisory firm headquartered in Albuquerque, NM. They manage $255,153,822 in 699 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    255
    MILLION
  • Total Number of Accounts
    699
    ACCOUNTS
  • Average Account Value
    $365,027
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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, TX

Financial Advisors at Universal Advisory Services
Showing 1 - 6 of 6 top financial advisors.
1
Kirk R. Hudson
CRD#: 4343606
4906 Alameda, Ne, Albuquerque, NM 87113
96
Wealthminder
score

Kirk Hudson (CRD# 4343606) is an Investment Advisor Representative working at Universal Advisory Services in Albuquerque, NM and has over 17 years of experience in the finance industry.

2
Joseph J. Kopczynski
CRD#: 1437112
4906 Alameda, Ne, Albuquerque, NM 87113
96
Wealthminder
score

Joseph Kopczynski (CRD# 1437112) is an Investment Advisor Representative working at Universal Advisory Services in Albuquerque, NM and has over 31 years of experience in the finance industry. Joseph Kopczynski 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
Donald A. McDaniel
CRD#: 4063234
4906 Alameda Blvd. Ne, Albuquerque, NM 87113
96
Wealthminder
score

Donald McDaniel (CRD# 4063234) is an Investment Advisor Representative working at Universal Advisory Services in Albuquerque, NM and has over 17 years of experience in the finance industry. Donald McDaniel 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.

4
Matthew D. Keller
CRD#: 4632815
4906 Alameda, Ne, Albuquerque, NM 87113
93
Wealthminder
score

Matthew Keller (CRD# 4632815) is an Investment Advisor Representative working at Universal Advisory Services in Albuquerque, NM and has over 15 years of experience in the finance industry.

5
Lauren H. Malone
CRD#: 5935614
4906 Alameda Blvd. Ne, Albuquerque, NM 87113
90
Wealthminder
score

Lauren Malone (CRD# 5935614) is an Investment Advisor Representative working at Universal Advisory Services in Albuquerque, NM and has over 5 years of experience in the finance industry.

6
Anna E. Murphy
CRD#: 6665547
4906 Alameda Blvd. Ne, Albuquerque, NM 87113
90
Wealthminder
score

Anna Murphy (CRD# 6665547) is an Investment Advisor Representative working at Universal Advisory Services in Albuquerque, NM and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.