Julie
Flores
Missionsquare Retirement
Answer a few questions and
get matched with an advisor.
About this Advisor
Julie Flores is a financial advisor based in Albuquerque, New Mexico, working with Missionsquare Retirement. Julie has previously held positions at Fidelity Brokerage Services LLC, Wells Fargo Advisors LLC, Thornburg Securities Corp, Realty One Of New Mexico, Bok Financial Securities, Inc, Bokf, Na, Workspace Dynamics, Thornburg Investment Management Inc, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Flores Realty Group, LLC, Securities America, Inc, Pfg Advisors, LLC, Missionsquare Investment Services, and Missionsquare Retirement. Julie has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado, New Mexico, and Texas. Currently, Julie is part of Missionsquare Retirement, which operates out of Albuquerque, New Mexico. The firm has 9 offices and 623 employees. The firm manages assets totaling $668.2 million and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Missionsquare Retirement includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Missionsquare Retirement Brokerage Details
$668,171,497
623
1
$668,171,497
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Julie Flores Work History
Missionsquare Investment Services
Missionsquare Retirement
Securities America, Inc
Pfg Advisors, LLC
Flores Realty Group, LLC
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Bok Financial Securities, Inc
Bokf, Na
Wells Fargo Advisors LLC
Thornburg Securities Corp
Realty One Of New Mexico
Workspace Dynamics
Thornburg Investment Management Inc
Fidelity Brokerage Services LLC
Disclosures
Please visit the SEC profile of Julie Flores to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Missionsquare Retirement
Washington, DC
Phoenix, AZ
Washington, DC
Washington, DC
Glen Allen, VA
Santa Clara, CA
Edgewood, WA
Glenview, IL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
