Greg
Burpo

First American Financial Advisors Inc

CRD#3164083
Investment Advisor
in Albuquerque, NM

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About this Advisor

Greg Burpo is a financial advisor based out of Albuquerque, New Mexico, who has been in the industry for 22 years. Burpo is on the advisory team at First American Financial Advisors Inc. Over the course of their career, Burpo has held roles at First American Financial Advisors, Inc, First American Financial Advisors, First American Financial Advisors Inc and Lpl Financial LLC. Burpo holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in New Mexico. First American Financial Advisors Inc is a financial advisory firm that has its headquarters in Albuquerque, New Mexico. It administers $250 million in total assets between its 10 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 10 customer accounts, 20% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business has a set of services, including portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services typically are based on the financial services provided. Fees charged by First American Financial Advisors Inc likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

22 years

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

Yes

Office Location

7411 Jefferson St Ne
Albuquerque, NM 87109

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First American Financial Advisors Inc Brokerage Details

Total Assets Under Management

$250,000,000

NM Average: $3,612,835,751
Total Number of Employees

2

NM Average: 18
Total Number of Accounts

10

NM Average: 517
Average Account Size

$25,000,000

NM Average: $6,988,077

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Greg Burpo Work History

Greg has 22 years of experience.

2015 - Present (6 years)

First American Financial Advisors Inc

2014 - 2014 (< 1 year)

First American Financial Advisors, Inc

1998 - 2014 (16 years)

First American Financial Advisors

1998 - 2015 (17 years)

Lpl Financial LLC

Disclosures

Greg Burpo has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at First American Financial Advisors Inc

Greg Burpo
Albuquerque, NM
Robert Burpo
Albuquerque, NM

This content was compiled from the SEC and FINRA.

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