Unclaimed
Lucinda Candal is a registered investment advisor representative with Thornburg Investment Management Inc. based in Santa Fe, New Mexico. Lucinda is also registered as an investment advisor in New Mexico. Lucinda has been in the industry since June 24, 2018. Lucinda has passed a number of industry exams including the Series 66, Series 24, SIE, and Series 7. Lucinda has worked with a number of firms including WADDELL & REED and Britannia Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NM
01/08/2020 - Present
Thornburg Investment Management Inc. (SANTA FE NM)
CO
05/28/2018 - 12/09/2019
WADDELL & REED (DENVER CO)
BOTH
Issued 09/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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