Paul Trone, Financial Advisor located in Carlsbad, NM

Financial Advisor
Paul H Trone

AAMS®
1204 W Pierce St, Carlsbad, NM 88220opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Portfolio Reviews
  • Business Retirement Plans

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Cooking
  • History and Museums
  • Hunting
  • Community Outreach

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 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(575) 885-9435

Fax

(800) 322-6513

Office Address

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

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