Hector
Nava-Castanon

Cuna Brokerage Services, Inc

CRD#6969632
Investment Advisor
in Albuquerque, NM

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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

Series 63, Series 65

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Others

Disclosures

No

Office Location

6410 Coors Blvd Nw
Albuquerque, NM 87120

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Cuna Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$2,789,178,549

NM Average: $9,259,360,772
Total Number of Employees

703

NM Average: 166
Total Number of Accounts

11,478

NM Average: 7,189
Average Account Size

$243,002

NM Average: $1,287,990

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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.

2019 - Present (2 years)

Cuna Mutual Group

2019 - Present (2 years)

Cuna Brokerage Services Inc

2018 - 2019 (1 year)

Bbva Securities Inc

2018 - 2019 (1 year)

Bbva Compass Insurance Agency, Inc

2015 - 2019 (4 years)

Compass Bank

2014 - 2015 (1 year)

Sprint Corporation

2012 - 2014 (2 years)

Us Bank

2011 - 2012 (1 year)

Macys Inc

2008 - 2011 (3 years)

University Of New Mexico

Disclosures

Hector Nava-Castanon has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuna Brokerage Services, Inc

Alexander Deitch
Waverly, IA
Leslie Branson
Augusta, GA
Aaron Handfield
Chino, CA
Michael Schwieters
Saint Joseph, MN
Ashley Russell
Lafayette, IN
Christopher Bright
Columbus, OH
Donald Dorr
Schenectady, NY
Robert Ethridge
Collierville, TN

This content was compiled from the SEC and FINRA.

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