Eric Michael Altenburg, AAMS, AIF, CLU, ChFc
LPL Registered Principal / OSJ
Since 1994, Eric has been providing financial advice, education, and services to the people of New Mexico and West Texas. Prior to, he served in the United States Military, and was medically discharged as an E-7 (Chief Petty Officer) in November of 1993.
Eric's principles and work ethic were instilled in him by his parents first and further enhanced by his military career. Here he learned the values of hard work, personal ethics, honesty, integrity and building long lasting personal relationships. Eric is described as a thoughtful, deliberate, hands-on professional, who cares deeply about everyone he works with. Treating clients like family means more than just enjoying their company and caring about their interests; it also means striving to provide the absolute best in professional unbiased advice.
Eric has many interests which revolve primarily around spending time with his family and friends, however they also include Fly Fishing, Golf, Professional Bowling on the PBA Tour and Travel, as well as spending time with his Grandchildren. Eric and his wife Dolores have been married since October of 2000 and have two children, David and Daniel and four grandchildren, Joseph, Theresa, Erik, and Jazmine.
Eric received his Charter Life Underwriter (CLU) designation in 2002, his Charter Financial Consultant Designation (ChFC) in 2003 from The American College and his Accredited Asset Management Specialist (AAMS) designation from The College for Financial Planning in 2013. In addition to, he most recently received his Accredited Investment Fiduciary (AIF) designation in 2015. In addition, Eric also holds the following securities registrations through LPL Financial:
PRINCIPAL / SUPERVISORY:
General Securities Principal
Municipal Securities Principal
GENERAL INDUSTRY / PRODUCT:
General Securities Representative
Investment Co Products/Variable
STATE SECURITIES LAW:
Uniform Securities Agent State Law
Uniform Investment Advisor Law