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EH

Edmond R. Haggar

EDDIE HAGGAR CAPITAL MGT
SANTA FE, NM 87501
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CRD#: 3069564
EH

Professional summary


Edmond R Haggar, who also goes by Edward Haggar, is a registered financial advisor currently at EDDIE HAGGAR CAPITAL MGT, INC. located in Santa Fe, New Mexico.

Edmond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Edmond has worked at 1 firm and has passed the Series 65, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Edward Haggar

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Edmond R Haggar's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 24, 2005 - Present

EDDIE HAGGAR CAPITAL MGT, INC.

Office #1: 125 Lincoln Av Suite 400 Wells Fargo Plaza, Santa Fe, NM 87501
RIA
CRD#: 116482
SANTA FE, NM

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Mexico
(1/24/2005)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/25/1998
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/28/1998
General Securities Representative Examination
Principal/Supervisory Exam

Current Firm


EH
EDDIE HAGGAR CAPITAL MGT, INC.
EDDIE HAGGAR CAPITAL MGT, INC.

CRD#: 116482 / SEC#:

New Mexico
Registered Investment Advisory firm - (11/3/2003 Approved)
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Contact information


Main Address
Santa Fe, NM
Mailing Address
Phone number
(505) 992-8530
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts7
AUM (Assets Under Management)$ 15,000,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EDDIE HAGGAR CAPITAL MGT, INC.

CRD#: 116482Santa Fe, NM 87501

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