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Michelle Lea Phillips
MICHELLE LEA COFFMAN, MICHELLE L GARBER, MICHELLE LEA GARBERCOFFMAN, MICHELLE GARBERCOFFMAN, MICHELLE PHILLIPS
CRD#: 1171592
IA
ALLWORTH FINANCIAL, L.P.CRD#: 111167 7601 JEFFERSON STREET NE
SUITE 360
ALBUQUERQUE, NM 87109
SUITE 360
ALBUQUERQUE, NM 87109
0
Disclosures
22
Years of Experience
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State Registrations
IA
New Mexico 6/17/2024
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Registered with this firm since 6/17/2024
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 04/25/2023 - 03/21/2024 | Rio Rancho, NM | |
IA | 04/14/2020 - 06/25/2023 | Rio Rancho, NM | |
IA | 04/18/2011 - 05/26/2020 | RIO RANCHO, NM | |
IA | 02/05/2008 - 12/16/2009 | ALBUQUERQUE, NM | |
IA | 08/08/2000 - 01/07/2008 | ALBUQUERQUE, NM |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.