David Wharram - LPL Financial

5.0 (1 review)

Financial Advising

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By appointment only

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David Wharram - LPL Financial - Independent Advisor - Financial Advising Near Me - Santa Fe, New Mexico

David Wharram - LPL Financial - Financial Advising Near Me - Santa Fe, New Mexico

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Patricia W.

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5 years ago

David listens to his clients and meticulously tailors his advice to meet both their current and long-term financial goals, while recognizing their tolerance for risk. He prepares conscientiously for every client meeting and carefully researches his recommendations. He is a talented educator who will take the time a client needs to help them understand investment choices and make informed decisions. Highly recommend. read more

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More info about David Wharram - LPL Financial

2019 Galisteo St
Suite N10A
Santa Fe, NM 87505
Directions
(505) 920-9141
Call Now
Visit Website
http://www.davidwharram.com

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Is David Wharram - LPL Financial by appointment only?

Yes, David Wharram - LPL Financial is by appointment only.

From the Business

Specialties

Offering educational sessions to my clients to understand the investment options available for their accounts. I work with people who are experiencing life changing events such as retirement, life after divorce, a new career path following the changes in the economy due to the pandemic as well as those who want to take control of their investments. Examples of account serviced are 401K, ROTH IRA, Traditional IRA, Rollover IRA, Qualified and Non-Qualified investments. Securities offered through LPL Financial, member SIPC sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of States in which I am registered to do business, please visit davidwharram.com

Meet the Manager: David W.

Offering educational sessions to my clients to understand the investment options available for their accounts. I work with people who are experiencing life changing events such as retirement, life after divorce, a new career path following the changes in the economy due to the pandemic as well as those who want to take control of their investments. Examples of account serviced are 401K, ROTH IRA, Traditional IRA, Rollover IRA, Qualified and Non-Qualified investments. Securities offered through LPL Financial, member SIPC sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of States in which I am registered to do business, please visit davidwharram.com

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U.S. Bank Branch

(6 reviews)

this bank is unfriendly with unhelpful managers that lie about rates and promise Support that is…read morenonexistent. Lines are long and ATM is always broken.

I am still frustrated by the QR code sign in... But I will tell y'all that I just had the most…read moreextraordinary experience with Cheyenne Gallegos. She and I've been working on some stuff for a few weeks and she just has her stuff together and handles her business. She is efficient and a great communicator and I just really enjoyed feeling like I truly had a banker in my corner!!

David Wharram - LPL Financial - financialadvising - Updated June 2026

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