Universal Advisory Services

Universal Advisory Services (CRD# 132903) is a financial advisory firm headquartered in Albuquerque, NM. They manage $317,451,847 in 770 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    317
    MILLION
  • Total Number of Accounts
    770
    ACCOUNTS
  • Average Account Value
    $412,275
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

CA, NM, TX, VT

Financial Advisors at Universal Advisory Services
Showing 1 - 5 of 5 top financial advisors.
1
Kirk R. Hudson
CRD#: 4343606
4906 Alameda, Ne, Albuquerque, NM 87113

Kirk Hudson (CRD# 4343606) is an Investment Advisor Representative working at Universal Advisory Services in Albuquerque, NM and has over 20 years of experience in the finance industry.

2
Matthew D. Keller
CRD#: 4632815
4906 Alameda, Ne, Albuquerque, NM 87113

Matthew Keller (CRD# 4632815) is an Investment Advisor Representative working at Universal Advisory Services in Albuquerque, NM and has over 18 years of experience in the finance industry.

3
Joseph J. Kopczynski
CRD#: 1437112
4906 Alameda, Ne, Albuquerque, NM 87113

Joseph Kopczynski (CRD# 1437112) is an Investment Advisor Representative working at Universal Advisory Services in Albuquerque, NM and has over 34 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.

4
Donald A. McDaniel
CRD#: 4063234
4906 Alameda Blvd. Ne, Albuquerque, NM 87113

Donald McDaniel (CRD# 4063234) is an Investment Advisor Representative working at Universal Advisory Services in Albuquerque, NM and has over 20 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.

5
Jessica I. Ballesteros Mejia
CRD#: 6921676
4906 Alameda, Ne, Suite A, Albuquerque, NM 87113

Jessica Ballesteros Mejia (CRD# 6921676) 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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