William Aaron  Irving, CFP®

William Aaron Irving, CFP®

LPL Financial Advisor

I graduated in 1997 from Oklahoma State University with a Bachelor of Science degree in Business Management.  From college I went on to have a successful 20 year career with Walmart, as a member of management in stores from Nevada to New Jersey and several states in between.  My last assignment was as the store manager of the Walmart in Carlsbad, New Mexico.  It was in Carlsbad that, after nearly three years as the store manager helping people to save money by offering low prices on the items they wanted to buy, I decided that I wanted to help people save money by helping them implement sound financial management and investment skills.  By guiding people in how to manage and invest their money, I hope to make a positive impact on the number of people who are able to pursue their dreams and retire with freedom and dignity.  I am a Registered Investment Advisor Representative with LPL Financial and a CERTIFIED FINANCIAL PLANNER ™ practitioner.

No one strategy fits everyone, which is why every client gets our undivided attention – from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy that seeks to accumulate and preserve wealth, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and manage those situations as they occur. Our desire is to keep you on track toward a meaningful and purpose-driven financial future. Nothing would make me happier than to see 100% of my clients pursue 100% of their dreams by executing plans that I helped them develop.

I invite you to check out all the material on our website. If something prompts a question, please send me a quick email or call our office. We would enjoy speaking with you.

Phone (575) 887-7075
Fax (575) 887-7076