Adam
Tafoya
Educated Wallet LLC
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About this Advisor
Adam Tafoya is a financial advisor operating in Albuquerque, New Mexico, with 1 year of relevant experience. Tafoya is on the advisory team at Educated Wallet LLC. Over the course of their career, they have held roles at New York Life Insurance Company, Nylife Securities LLC, University Of New Mexico, Robert F Kennedy Middle School, New York Life, First Heartland, Kinetic, Kinetic Investment Management, Inc, Insurance Brokering, Jukai Investments LLC, Educated Wallet LLC and First Heartland Capital Inc. Tafoya has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in New Mexico. Educated Wallet LLC is a firm with a branch in Albuquerque, New Mexico.
Certifications and Registrations
Years Registered*
Office Location
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Adam Tafoya Work History
Adam has been registered as a financial advisor for 1 years.*
Educated Wallet LLC
Kinetic
Kinetic Investment Management, Inc
First Heartland
First Heartland Capital Inc
Jukai Investments LLC
Insurance Brokering
Robert F Kennedy Middle School
Nylife Securities LLC
New York Life Insurance Company
New York Life
University Of New Mexico
University Of New Mexico
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Tafoya to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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