EH
EH

Erin Lynette Dunagan Hiner

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
429 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$880.9M

Fee Structure

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Location

8801 Horizon Blvd NE, Suite 401, Albuquerque, NM, 87113

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Erin is a board member at large for the Children's Grief Center, dedicating minimal time to this activity.

Employment History
Current Registrations
Redw Wealth LLC
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
NFP Securities, INC.
June 2012 - July 2014 · 2 yrs 1 mo
Eagle Strategies LLC
December 2011 - May 2012 · 5 mos
Transamerica Financial Advisors, INC.
July 2011 - August 2011 · 1 mo
RBC Capital Markets, LLC
January 2008 - March 2011 · 3 yrs 2 mos
Redw Stanley Financial Advisors, LLC
January 2004 - February 2008 · 4 yrs 1 mo
Morgan Stanley
July 1999 - October 2002 · 3 yrs 3 mos
State Registrations2 states
AZNM
Advisor
Exams
No exam information available for this advisor.
Erin Lynette Dunagan Hiner - Financial Advisor | TrueAdvisor