Unclaimed
Antavius Torrell Greathouse is a financial advisor with LPL Financial LLC in Albuquerque, New Mexico. Antavius has been in the industry since 2014 and has experience with Morgan Stanley and Voya Financial Advisors, Inc. Antavius specializes in financial planning, portfolio management, and providing other non-discretionary advisory services. Antavius is registered with the state of New Mexico as an investment advisor and as a broker-dealer. Antavius is also registered in Texas as a resident investment advisor. Antavius is a member of the New Mexico Black Leadership Council.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NM
11/03/2022 - Present
LPL Financial LLC (ALBUQUERQUE NM)
NM
07/17/2017 - 11/03/2022
VOYA FINANCIAL ADVISORS, INC. (ALBUQUERQUE NM)
NM
07/12/2013 - 11/03/2016
MORGAN STANLEY (ALBUQUERQUE NM)
BOTH
Issued 11/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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