Janis Trone, Financial Advisor located in Carlsbad, NM

Financial Advisor
Janis Trone

AAMS®, CRPC™
1204 W Pierce St, Carlsbad, NM 88220opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Inheritance Guidance
  • Navigating Loss of Spouse
  • Retirement Income Strategies

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Traveling
  • Cooking
  • Art & Theater
  • Woodworking

Team Members

  • Katie Dick
    Associate Financial Advisor
  • Julie Duncan
    Sr. Branch Office Administrator
  • Kendal Parham
    Branch Office Administrator
  • April Pettus
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(575) 689-6458

Fax

(800) 322-6513

Office Address

1204 W Pierce St
Carlsbad, NM 88220opens in a new window

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