Vincent Montenegro, financial advisor Dallas TX
96 score

Vincent Montenegro

CRD Number: 5494879
Current Firm: Waddell & Reed

Vincent Montenegro (CRD# 5494879) is an Investment Advisor Representative working at Waddell & Reed in Dallas, TX and has over 8 years of experience in the finance industry. Vincent Montenegro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
City Of Farmers Branch Farmers Branch, TX Feb 2016 - Current < 1
Tri-county Regional Hispanic Chamber Of Commerce Dallas, TX Sep 2013 - Current 3
Various Insurance Carriers For W&r Insurance Agencies Farmers Branch, TX Sep 2010 - Current 6
Waddell & Reed, Inc. Dallas, TX Sep 2010 - Current 6
Unemployed Farmers Branch, TX Aug 2010 - Sep 2010 < 1
Mass Mutual Dallas, TX Jan 2010 - Aug 2010 < 1
Mml Investors Services Inc. Dallas, TX Jan 2010 - Aug 2010 < 1
Allegiant Wealth Management Dallas, TX Jan 2010 - Aug 2010 < 1
Unemployed Farmers Branch, TX Nov 2009 - Jan 2010 < 1
Ameriprise Financial Services Inc. Richardson, TX May 2008 - Nov 2009 1
Ameriprise Financial Richardson, TX May 2008 - Nov 2009 1
Unemployed Farmers Branch, TX Oct 2007 - May 2008 < 1
Bowne & Company Dallas, TX Aug 1986 - Oct 2007 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Vincent P. Montenegro
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AR
  • FL
  • KS
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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