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El Camino Real Financial Advisors CRD 155883
$745.6K regulatory AUM 18 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Santa Teresa, NM • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-13 |
Branch Locations
Santa Teresa, NM • United States
Indio, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.D. Mellberg Financial | Tucson | AZ | 01/2015 | 02/2017 |
| Secure Investment Management, Llc | Tucson | AZ | 04/2015 | 02/2017 |
| El Camino Real Financial Advisors | Palm Springs | CA | 02/2017 | 12/2022 |
| Financial Independence Group | New York | NY | 10/2016 | Present |
| Brookstone Capital Management | Wheaton | IL | 01/2023 | 02/2026 |
| Gradient Advisors, Llc | Arden Hills | MN | 02/2026 | Present |
| El Camino Real Financial Advisors | Santa Teresa | NM | 08/2026 | Present |
1. Elaine Lanterman dba for Advisory | Investment Related | Indio CA 92201 | Advisory | Owner | Investment Advisor Representative | 02/2026 | 60hrs/mo | 60hrs/mo during trading |Advisory Services 2. Lanterman Annuity Specialist | Investment Related | Indio CA 92201 | Insurance| Owner | Agent | 10/2016 | 120hrs/mo | 100hrs/mo during trading | Insurance Services 3. Lanterman Realty | Investment Related | Indio CA 92201 | Real Estate | Owner | Agent | 04/1997 | 10hrs/mo outside of trading | Real Estate Broker
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-02-09 |
| S65 | Uniform Investment Adviser Law Examination | 1998-02-09 |
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