We understand that you have many financial dreams and goals such as buying a home, saving for your child’s college tuition and ensuring a secure retirement. The staff of Del Norte Investment Services work with you every step of the way in an effort to help you successfully reach the financial summits of your life.
Understanding your day-to-day financial needs is the first step to creating a plan for a successful future.
Lay the groundwork for a stress-free retirement today with professionals that understand where you’re headed.
Education Planning & Funding
The price of education demands smart choices and good preparation. Let’s get started today.
Smart investors don’t sit on their lead. Take your investment strategy to the next level with us.
Beginning Investing Strategies
The first step is always the hardest. We’re here to help introduce you to the exciting world of investing.
Give yourself the peace of mind that you need and deserve with DNIS insurances services.
Scott CoveyFinancial Professional
Scott Covey has worked as a Financial Professional for 19 years — the past four years with Del Norte Investment Services. He has managed an office of financial professionals and currently maintains a Life, Accident & Health Insurance license and is FINRA Series 7, 24 and 66 registered with LPL Financial to sell securites. A former resident of New Orleans, he landed in Santa Fe after Hurricane Katrina accompanied by his pet cat, Pete. Scott attended Oklahoma City University on a baseball scholarship and loves to take week-long train trips around the United States.
Check the background of this investment professional with FINRA’s BrokerCheck.
Cynthia FrederickServices Coordinator
Cynthia works with Scott to ensure you have an excellent experience with us. Cynthia joined Del Norte Investment Services to grow her professional skills and to continue building relationships with our communities. A seeker of new and exciting challenges, she is eager to help Scott lead you on your path toward financial success. A native of Southern California, Cynthia, along with her husband, and two greyhounds, moved to New Mexico in 2019. Cynthia completed her B.A. in Communications from Cal State Fullerton and comes with 30 years of management experience. Her projects at home include raising chickens and pursuing her passion for photography.
Set up your complimentary evaluation today
Set up an appointment today for your complimentary consultation with Mr. Scott Covey, Financial Professional, by phone at (505) 455-5461 or use the contact form to get started.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Del Norte Credit Union and Del Norte Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Del Norte Investment Services, and may also be employees of Del Norte Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Del Norte Credit Union or Del Norte Investment Services. Securities and insurance offered through LPL or its affiliates are:
Del Norte Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC “LPL” pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.