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Lucinda Barbara Candal

Thornburg Investment Management Inc.

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About Lucinda Barbara Candal

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.

Firm Information

Lucinda Candal is currently registered with Thornburg Investment Management Inc.. Thornburg Investment Management Inc. is a Santa Fe, NM-based investment advisor with approximately $41.83 billion in regulatory assets under management. The firm offers portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Thornburg Investment Management Inc. has over 88 registered representatives and 42 investment advisory professionals.
Thornburg Investment Management Inc.

2300 NORTH RIDGETOP ROAD

SANTA FE, NM 87506

$41.83B

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Lucinda Candal’s Registration & Firm History

NM

01/08/2020 - Present

Thornburg Investment Management Inc. (SANTA FE NM)

CO

05/28/2018 - 12/09/2019

WADDELL & REED (DENVER CO)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lucinda Barbara Candal.
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