Cuna Brokerage Services, Inc
About this Advisor
Hector Nava-Castanon is a financial advisor operating out of Albuquerque, New Mexico, with a total of 12 years of experience as a financial advisor. Nava-Castanon is on the advisory team at Cuna Brokerage Services, Inc. Over the course of their career, they have held roles at Bbva Securities Inc, Compass Bank, Sprint Corporation, Us Bank, Macys Inc, University Of New Mexico, Bbva Compass Insurance Agency, Inc, Cuna Mutual Group and Cuna Brokerage Services Inc. Nava-Castanon holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New Mexico. Cuna Brokerage Services, Inc is an advisory firm that has its headquarters in Albuquerque, New Mexico. The company has offices in 262 locations and a total of 703 employees. It oversees $3 billion in total assets among its 11,478 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 15 charitable organizations. Of its 11,478 client accounts, just 4% are held by high-net-worth investors who have more than $1 million in assets. Cuna Brokerage Services, Inc has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees typically depend on the type of services provided. However, fee types billed by Cuna Brokerage Services, Inc most likely consist of any combination of asset-based, hourly and other fees.
Certifications and Registrations
Years of Experience
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Cuna Brokerage Services, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Hector Nava-Castanon Work History
Hector has 12 years of experience.
Cuna Mutual Group
Cuna Brokerage Services Inc
Bbva Securities Inc
Bbva Compass Insurance Agency, Inc
University Of New Mexico
Hector Nava-Castanon has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cuna Brokerage Services, Inc
Saint Joseph, MN